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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → IEP
PENSION & WEALTH MANAGEMENT ADVISORS, INC. IEP Position History
Icahn Enterprises L.P.
Quarters held
6
Latest value
$34
Q3 2026
Peak value
$42
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $40 |
| Q3 2025 | $42 |
| Q4 2025 | $38 |
| Q1 2026 | $38 |
| Q2 2026 | $36 |
| Q3 2026 | $34 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34 | 5 | — | — |
| Q2 2026 | $36 | 5 | — | — |
| Q1 2026 | $38 | 5 | — | — |
| Q4 2025 | $38 | 5 | — | — |
| Q3 2025 | $42 | 5 | — | — |
| Q2 2025 | $40 | 5 | — | — |
Other funds holding IEP
$7.5B
$5B
$3.6B
$3.5B
$3.4B
$3.2B
$3.1B
$2.9B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF