Westside Investment Management, Inc. Inv Act Mgd Ex Trd Fd Tr Transaction History
Westside Investment Management, Inc.
- $470 Billion
- Q3 2024
A detailed history of Westside Investment Management, Inc. transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 21,700 shares of IHYF stock, worth $480,004. This represents 0.1% of its overall portfolio holdings.
Number of Shares
21,700
Previous 21,700
-0.0%
Holding current value
$480,004
Previous $480 Million
2.51%
% of portfolio
0.1%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding IHYF
# of Institutions
19Shares Held
2.09MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.18MShares$26.2 Million0.01% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ505KShares$11.2 Million6.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC143KShares$3.15 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA61.5KShares$1.36 Million0.04% of portfolio
-
Avestar Capital, LLC50.5KShares$1.12 Million0.12% of portfolio