Waypoint Wealth Counsel Ishares Expanded Tech Sector E Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Waypoint Wealth Counsel holds 5,262 shares of IGM stock, worth $506,309. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,262
Previous 3,208
64.03%
Holding current value
$506,309
Previous $303 Million
66.87%
% of portfolio
0.34%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IGM
# of Institutions
409Shares Held
24.4MCall Options Held
155KPut Options Held
27.2K-
Bank Of America Corp Charlotte, NC2.82MShares$271 Million0.02% of portfolio
-
Equitable Holdings, Inc. New York, NY2.01MShares$193 Million2.07% of portfolio
-
Morgan Stanley New York, NY1.97MShares$189 Million0.01% of portfolio
-
Signature Estate & Investment Advisors LLC1.78MShares$172 Million4.22% of portfolio
-
Royal Bank Of Canada Toronto, A61.19MShares$115 Million0.03% of portfolio