Clear Perspectives Financial Planning, LLC Ishares Tr Global Energy ETF Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 1,100 shares of IXC stock, worth $43,527. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,100
Previous 1,100
-0.0%
Holding current value
$43,527
Previous $42,000
2.38%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IXC
# of Institutions
414Shares Held
31.5MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa10.1MShares$401 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$63.4 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$46.1 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$39.1 Million0.0% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL942KShares$37.3 Million0.62% of portfolio