Atlantic Private Wealth, LLC Ishares Tr Global Energy ETF Transaction History
Atlantic Private Wealth, LLC
- $131 Million
- Q4 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 14,161 shares of IXC stock, worth $572,387. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,161
Previous 14,161
-0.0%
Holding current value
$572,387
Previous $573,000
5.76%
% of portfolio
0.41%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding IXC
# of Institutions
416Shares Held
31.7MCall 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
-
Dynasty Wealth Management, LLC St. Petersburg, FL942KShares$38.1 Million0.62% of portfolio