Wr Wealth Planners, LLC Ishares Tr Global Energy ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,632 shares of IXC stock, worth $61,444. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,632
Previous 4,927
66.88%
Holding current value
$61,444
Previous $204,000
67.65%
% of portfolio
0.02%
Previous 0.06%
Shares
3 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