Cyndeo Wealth Partners, LLC Ishares Tr Global Energy ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 18,742 shares of IXC stock, worth $752,491. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,742
Holding current value
$752,491
% of portfolio
0.05%

Shares

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

Jan 21, 2025
BUY
$36.95 - $43.06 $692,516 - $807,030
18,742 New
18,742 $715,000
Q2 2024

Jul 30, 2024
SELL
$39.86 - $44.76 $168,926 - $189,692
-4,238 Reduced 32.51%
8,798 $365,000
Q1 2024

Apr 16, 2024
BUY
$37.37 - $42.95 $95,741 - $110,037
2,562 Added 24.46%
13,036 $559,000
Q4 2023

Jan 12, 2024
BUY
$38.15 - $42.12 $399,583 - $441,164
10,474 New
10,474 $409,000

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
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