Abound Wealth Management Ishares Tr Us Tech Breakthroug Transaction History

Abound Wealth Management

$271 Billion
Q2 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

69

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

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

4.92M
Shares

$247 Million
0.55% of portfolio
Bank Of America Corp Charlotte, NC

347K
Shares

$17.4 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

107K
Shares

$5.38 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

86.1K
Shares

$4.33 Million
0.0% of portfolio
Sigma Planning Corp Ann Arbor, MI

51K
Shares

$2.57 Million
0.08% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
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