A detailed history of Tradition Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 14,324 shares of IXC stock, worth $597,883. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,324
Previous 13,681 4.7%
Holding current value
$597,883
Previous $535,000 14.95%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$37.37 - $42.95 $24,028 - $27,616
643 Added 4.7%
14,324 $615,000
Q4 2023

Feb 12, 2024

BUY
$38.15 - $42.12 $521,930 - $576,243
13,681 New
13,681 $535,000

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.