Compass Planning Associates Inc Ishares Tr Exponential Technol Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Compass Planning Associates Inc holds 826 shares of XT stock, worth $51,261. This represents 0.05% of its overall portfolio holdings.
Number of Shares
826Holding current value
$51,261% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding XT
# of Institutions
258Shares Held
43.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.12 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$55.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$45.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$43.4 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN462KShares$28.7 Million0.01% of portfolio