Fiduciary Planning LLC IXC Holdings History
Fiduciary Planning LLC's iShares Global Energy ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 22,560.00 shares of iShares Global Energy ETF(IXC), totaling $949,090.00. This investment constitutes 0.31% of their stock portfolio, and Fiduciary Planning LLC now holds 0.05% of the outstanding iShares Global Energy ETF(IXC) stock.
The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 3 purchases of IXC, at an average price of $39.77, for a total of 128,183.00 shares. In addition, there have been 4 sales at an average price of $40.21 for 105,623.00 shares. Based on historical transaction data and IXC's current price of $39.69, Fiduciary Planning LLC's estimated gain on his IXC holdings is $44,063.94, reflecting a 0.86% gain to date.
Fiduciary Planning LLC IXC ($39.69) Holding Chart
Fiduciary Planning LLC IXC ($39.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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