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iShares S&P Global Energy Sector shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $560k 13k 42.95
2023-12-31 $410k 11k 39.11

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Hsbc Holdings
Jpmorgan Chase & Co
CWM
Envestnet Portfolio Solutions
UBS Group
Advisor Group Holdings
Park Avenue Securities
GW & Wade
Wells Fargo & Company
Goldman Sachs Group
Verger Capital Management
Janney Montgomery Scott
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector