A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 371,483 shares of XT stock, worth $22.6 Million. This represents 10.01% of its overall portfolio holdings.

Number of Shares
371,483
Previous 367,194 1.17%
Holding current value
$22.6 Million
Previous $21.6 Billion 4.69%
% of portfolio
10.01%
Previous 10.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$54.51 - $61.59 $233,793 - $264,159
4,289 Added 1.17%
371,483 $22.6 Billion
Q2 2024

Jul 23, 2024

BUY
$54.45 - $59.72 $154,801 - $169,783
2,843 Added 0.78%
367,194 $21.6 Billion
Q1 2024

Apr 29, 2024

BUY
$56.54 - $61.02 $496,477 - $535,816
8,781 Added 2.47%
364,351 $21.7 Billion
Q4 2023

Feb 05, 2024

BUY
$48.21 - $60.43 $607,976 - $762,082
12,611 Added 3.68%
355,570 $21.3 Billion
Q3 2023

Oct 26, 2023

BUY
$51.24 - $58.44 $188,409 - $214,883
3,677 Added 1.08%
342,959 $17.9 Billion
Q2 2023

Aug 07, 2023

BUY
$49.89 - $56.59 $786,665 - $892,311
15,768 Added 4.87%
339,282 $18.9 Billion
Q1 2023

Apr 18, 2023

BUY
$47.43 - $55.75 $1.05 Million - $1.23 Million
22,041 Added 7.31%
323,514 $17 Billion
Q4 2022

Apr 18, 2023

BUY
$43.76 - $51.48 $13.2 Million - $15.5 Million
301,473 New
301,473 $14.3 Billion

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
Track This Portfolio

Track Alpha Financial Advisors, LLC Portfolio

Follow Alpha Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Financial Advisors, LLC with notifications on news.