Abound Wealth Management Ishares Tr Us Tech Breakthroug Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 08, 2024	SELL	$41.58 - $48.42 $706 - $823	-17 Closed	0 $0
Q4 2023 Aug 08, 2024	BUY	$34.68 - $43.18 $589 - $734	17 New	17 $730,000

Others Institutions Holding TECB

# of Institutions

78

Shares Held

5.77M

Call Options Held

0

Put Options Held

0

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

4.48M
Shares

$254 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

330K
Shares

$18.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

137K
Shares

$7.78 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.7 Million
0.0% of portfolio
Trek Financial, LLC Scottsdale, AZ

75.7K
Shares

$4.29 Million
0.32% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
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