Westside Investment Management, Inc. Inv Act Mgd Ex Trd Fd Tr Transaction History
Westside Investment Management, Inc.
- $475 Billion
- Q4 2024
A detailed history of Westside Investment Management, Inc. transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 19,700 shares of IHYF stock, worth $435,764. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,700
Previous 21,700
9.22%
Holding current value
$435,764
Previous $492 Million
9.96%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IHYF
# of Institutions
17Shares Held
2.03MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.17MShares$26 Million0.01% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ531KShares$11.8 Million6.38% of portfolio
-
Independent Advisor Alliance77.3KShares$1.71 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC77KShares$1.7 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA46.8KShares$1.04 Million0.03% of portfolio