Vest Gen Advisors, LLC Ishares Tr Exponential Technol Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 5,327 shares of XT stock, worth $308,593. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,327

Holding current value

$308,593

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$57.56 - $64.0 $306,622 - $340,928	5,327 New	5,327 $307 Million

Others Institutions Holding XT

# of Institutions

272

Shares Held

43.8M

Call Options Held

Put Options Held

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

34.3M
Shares

$1.99 Billion
4.25% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$52 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

728K
Shares

$42.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

348K
Shares

$20.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$17.2 Million
0.0% of portfolio

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

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Vest Gen Advisors, LLC Ishares Tr Exponential Technol Transaction History