Wr Wealth Planners, LLC Ishares Tr Global Energy ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 286 shares of IXC stock, worth $11,854. This represents 0.0% of its overall portfolio holdings.

Number of Shares
286
Previous 1,632 82.48%
Holding current value
$11,854
Previous $66,000 84.85%
% of portfolio
0.0%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$36.95 - $43.06 $49,734 - $57,958
-1,346 Reduced 82.48%
286 $10,000
Q3 2024

Oct 17, 2024
SELL
$38.94 - $42.35 $128,307 - $139,543
-3,295 Reduced 66.88%
1,632 $66,000
Q2 2024

Jul 31, 2024
BUY
$39.86 - $44.76 $6,218 - $6,982
156 Added 3.27%
4,927 $204,000
Q1 2024

Jul 31, 2024
BUY
$37.37 - $42.95 $178,292 - $204,914
4,771 New
4,771 $204,000

Others Institutions Holding IXC

# of Institutions
415
Shares Held
32.4M
Call Options Held
46.7K
Put Options Held
3.8K
View Full List

About ISHARES TR GLOBAL ENERGY ETF

IXC Quotes by TradingView
  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email