Accurate Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Accurate Wealth Management, LLC
- $426 Million
- Q2 2024
A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,701 shares of XT stock, worth $345,708. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,701
Previous 5,701
-0.0%
Holding current value
$345,708
Previous $339,000
1.18%
% of portfolio
0.08%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding XT
# of Institutions
260Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.05 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.5 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26.8 Million0.01% of portfolio