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 $531,198. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,262
Previous 3,208
64.03%
Holding current value
$531,198
Previous $303 Million
66.87%
% of portfolio
0.34%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IGM
# of Institutions
420Shares Held
25.7MCall Options Held
51.1KPut Options Held
36K-
Bank Of America Corp Charlotte, NC2.84MShares$287 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.13MShares$215 Million0.02% of portfolio
-
Equitable Holdings, Inc. New York, NY1.97MShares$199 Million1.91% of portfolio
-
Signature Estate & Investment Advisors LLC1.86MShares$187 Million4.12% of portfolio
-
Royal Bank Of Canada Toronto, A61.21MShares$122 Million0.02% of portfolio