Ever Source Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 678 shares of IXC stock, worth $29,533. This represents 0.0% of its overall portfolio holdings.
Number of Shares
678
Previous 896
24.33%
Holding current value
$29,533
Previous $35,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding IXC
# of Institutions
346Shares Held
28.3MCall Options Held
18.4KPut Options Held
100-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa13.6MShares$593 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$53.5 Million0.0% of portfolio
-
Morgan Stanley New York, NY832KShares$36.2 Million0.0% of portfolio
-
Wade G W & Inc Wellesley, MA655KShares$28.5 Million0.83% of portfolio
-
Evergreen Capital Management LLC Bellevue, WA617KShares$26.9 Million0.66% of portfolio