Kfg Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Kfg Wealth Management, LLC
- $222 Million
- Q1 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 5,840 shares of XT stock, worth $349,932. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,840
Previous 5,119
14.08%
Holding current value
$349,932
Previous $306,000
13.73%
% of portfolio
0.16%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding XT
# of Institutions
259Shares Held
44.1MCall Options Held
10.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA33.2MShares$1.99 Billion4.47% of portfolio
-
Brinker Capital Investments, LLC898KShares$53.8 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC762KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$42.6 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN426KShares$25.5 Million0.01% of portfolio