Wealth Management Partners, LLC Ishares Tr Global Energy ETF Transaction History
Wealth Management Partners, LLC
- $194 Million
- Q1 2024
A detailed history of Wealth Management Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 6,151 shares of IXC stock, worth $255,697. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,151
Previous 6,875
10.53%
Holding current value
$255,697
Previous $268,000
1.49%
% of portfolio
0.14%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding IXC
# of Institutions
492Shares Held
56.2MCall Options Held
35.6KPut Options Held
17.5K-
Envestnet Asset Management Inc7.9MShares$329 Million0.13% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.31MShares$304 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY2.66MShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.39MShares$99.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.35MShares$97.8 Million0.01% of portfolio