Forthright Family Wealth Advisory LLC Ishares Tr Global Energy ETF Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 12,454 shares of IXC stock, worth $500,899. This represents 0.33% of its overall portfolio holdings.
Number of Shares
12,454
Previous 12,262
1.57%
Holding current value
$500,899
Previous $527 Million
1.84%
% of portfolio
0.33%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding IXC
# of Institutions
423Shares Held
33.7MCall Options Held
31.1KPut Options Held
300-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa8.34MShares$335 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$67.1 Million0.01% of portfolio
-
Pictet Asset Management Holding Sa Carouge, V81.63MShares$65.5 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.56MShares$62.6 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY1.19MShares$47.7 Million0.0% of portfolio