Mason & Associates, LLC Ishares Tr Exponential Technol Transaction History

Mason & Associates, LLC

$327 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$56.54 - $61.02 $2.23 Million - $2.4 Million	39,379 New	39,379 $2.35 Billion

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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