U.S. Capital Wealth Advisors, LLC's ownership history for IEF


U.S. Capital Wealth Advisors, LLC currently holds 171.7K shares with a market value of $16.5M. It started holding IEF on 2024-09-30. At its peak, it held 178.7K shares on 2024-09-30. Its highest holding value was $17.5M on 2024-09-30. At its lowest, it held 171.7K shares on 2025-12-31, with a value of $16.5M on 2024-12-31. In the recent 180 days, U.S. Capital Wealth Advisors, LLC has decreased its shares by 1.5K. In the recent year, U.S. Capital Wealth Advisors, LLC has decreased its shares by 6.8K.


U.S. Capital Wealth Advisors, LLC's ownership history for IEF