Strategic Wealth Investment Group, LLC Ishares Tr Global Energy ETF Transaction History
Strategic Wealth Investment Group, LLC
- $876 Million
- Q3 2024
A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 218,182 shares of IXC stock, worth $8.11 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
218,182
Previous 142,940
52.64%
Holding current value
$8.11 Million
Previous $5.93 Million
48.86%
% of portfolio
1.01%
Previous 0.78%
Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
401Shares Held
30MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa9.83MShares$366 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$59.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$43.3 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$36.7 Million0.0% of portfolio
-
Envestnet Asset Management Inc888KShares$33 Million0.01% of portfolio