Strategic Financial Concepts, LLC Ishares Tr Exponential Technol Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$54.45 - $59.72 $6.04 Million - $6.63 Million	110,950 New	110,950 $26.3 Million

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$2.1 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.1 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.9 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.4 Million
0.01% of portfolio

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