Transform Wealth, LLC Ishares Inc Msci Switzerlnd Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 24, 2019	SELL	$36.45 - $38.11 $328,851 - $343,828	-9,022 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$35.16 - $37.66 $317,213 - $339,768	9,022 New	9,022 $338,000

Others Institutions Holding EWL

# of Institutions

162

Shares Held

14.1M

Call Options Held

100

Put Options Held

5.5K

Black Rock Inc. New York, NY

2.12M
Shares

$106 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.66M
Shares

$83.5 Million
0.01% of portfolio
Allspring Global Investments Holdings, LLC

1.13M
Shares

$56.6 Million
0.09% of portfolio
1607 Capital Partners, LLC Richmond, VA

949K
Shares

$47.7 Million
4.1% of portfolio
Jpmorgan Chase & CO New York, NY

838K
Shares

$42.2 Million
0.0% of portfolio

About ISHARES INC MSCI SWITZERLND

Ticker EWL
Sector ETFs
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