Kfg Wealth Management, LLC Ishares Tr Exponential Technol Transaction History

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 5,131 shares of XT stock, worth $319,917. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,131
Previous 5,683 9.71%
Holding current value
$319,917
Previous $345,000 11.3%
% of portfolio
0.08%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$58.7 - $62.72 $32,402 - $34,621
-552 Reduced 9.71%
5,131 $306,000
Q3 2024

Oct 15, 2024
SELL
$54.51 - $61.59 $15,807 - $17,861
-290 Reduced 4.86%
5,683 $345,000
Q2 2024

Jul 19, 2024
BUY
$54.45 - $59.72 $7,241 - $7,942
133 Added 2.28%
5,973 $351,000
Q1 2024

Apr 19, 2024
BUY
$56.54 - $61.02 $40,765 - $43,995
721 Added 14.08%
5,840 $348,000
Q4 2023

Jan 31, 2024
BUY
$48.21 - $60.43 $40,544 - $50,821
841 Added 19.66%
5,119 $306,000
Q3 2023

Oct 17, 2023
BUY
$51.24 - $58.44 $219,204 - $250,006
4,278 New
4,278 $223,000

Others Institutions Holding XT

# of Institutions
260
Shares Held
44.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EXPONENTIAL TECHNOL

XT Quotes by TradingView
  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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