Waypoint Wealth Counsel Ishares Expanded Tech Sector E Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
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 5,268 shares of IGM stock, worth $540,812. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,268
Previous 5,265
0.06%
Holding current value
$540,812
Previous $537 Million
11.14%
% of portfolio
0.3%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding IGM
# of Institutions
469Shares Held
28.2MCall Options Held
49.7KPut Options Held
15.7K-
Bank Of America Corp Charlotte, NC2.97MShares$305 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.27MShares$233 Million0.02% of portfolio
-
Signature Estate & Investment Advisors LLC1.9MShares$195 Million4.61% of portfolio
-
Equitable Holdings, Inc. New York, NY1.79MShares$183 Million1.62% of portfolio
-
Royal Bank Of Canada Toronto, A61.26MShares$129 Million0.02% of portfolio