Daymark Wealth Partners, LLC Ishares Tr Exponential Technol Transaction History

Daymark Wealth Partners, LLC

$2.22 Billion
Q1 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 88,285 shares of XT stock, worth $5.09 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

88,285

Previous 88,285 -0.0%

Holding current value

$5.09 Million

Previous $5.11 Million 0.65%

% of portfolio

0.23%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$57.56 - $64.0 $15,195 - $16,896	264 Added 0.3%	88,285 $5.11 Million
Q4 2024 Jan 17, 2025	BUY	$58.7 - $62.72 $107,479 - $114,840	1,831 Added 2.12%	88,021 $5.25 Million
Q3 2024 Oct 08, 2024	BUY	$54.51 - $61.59 $41,536 - $46,931	762 Added 0.89%	86,190 $5.25 Million
Q2 2024 Aug 14, 2024	BUY	$54.45 - $59.72 $51,673 - $56,674	949 Added 1.12%	85,428 $5.03 Million
Q1 2024 Apr 10, 2024	BUY	$56.54 - $61.02 $20,128 - $21,723	356 Added 0.42%	84,479 $5.04 Million
Q4 2023 Jan 09, 2024	BUY	$48.21 - $60.43 $63,974 - $80,190	1,327 Added 1.6%	84,123 $5.04 Million
Q3 2023 Oct 10, 2023	BUY	$51.24 - $58.44 $38,071 - $43,420	743 Added 0.91%	82,796 $4.32 Million
Q2 2023 Jul 19, 2023	BUY	$49.89 - $56.59 $20,405 - $23,145	409 Added 0.5%	82,053 $4.56 Million
Q1 2023 Apr 20, 2023	SELL	$47.43 - $55.75 $168,471 - $198,024	-3,552 Reduced 4.17%	81,644 $4.3 Million
Q4 2022 Jan 25, 2023	BUY	$43.76 - $51.48 $3.73 Million - $4.39 Million	85,196 New	85,196 $0

Others Institutions Holding XT

# of Institutions

274

Shares Held

44.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

More about XT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Account

Daymark Wealth Partners, LLC Ishares Tr Exponential Technol Transaction History