Wcg Wealth Advisors LLC Ishares Tr Esg Advanced High Y Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$42.14 - $46.73 $8,470 - $9,392	-201 Reduced 3.31%	5,876 $248,000
Q2 2022 Aug 23, 2022	BUY	$43.12 - $48.58 $262,040 - $295,220	6,077 New	6,077 $265,000

Others Institutions Holding HYXF

# of Institutions

65

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

189K
Shares

$8.8 Million
0.33% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.23 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

86.9K
Shares

$4.04 Million
1.47% of portfolio
Colorado Capital Management, Inc.

71K
Shares

$3.31 Million
1.66% of portfolio
Ubs Group Ag

64.7K
Shares

$3.01 Million
0.0% of portfolio

About ISHARES TR ESG ADVANCED HIGH Y

Ticker HYXF
Sector ETFs
Industry ETFs

More about HYXF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.