Fiduciary Planning LLC Ishares Tr Global Energy ETF Transaction History
Fiduciary Planning LLC
- $220 Million
- Q3 2024
A detailed history of Fiduciary Planning LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 85,537 shares of IXC stock, worth $3.22 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
85,537
Previous 81,305
5.21%
Holding current value
$3.22 Million
Previous $3.37 Million
2.61%
% of portfolio
1.57%
Previous 1.64%
Shares
5 transactions
Others Institutions Holding IXC
# of Institutions
401Shares Held
30MCall Options Held
47.6KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa9.83MShares$370 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.6MShares$60.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.16MShares$43.9 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY988KShares$37.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc888KShares$33.4 Million0.01% of portfolio