Dynasty Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 942,100 shares of IXC stock, worth $38.1 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
942,100Holding current value
$38.1 Million% of portfolio
0.62%Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
418Shares Held
32.1MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.1MShares$410 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$64.8 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.43MShares$57.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY1.16MShares$47.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc958KShares$38.7 Million0.01% of portfolio