Ae Wealth Management LLC Ishares Tr Exponential Technol Transaction History
Ae Wealth Management LLC
- $10.4 Billion
- Q1 2025
A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Ae Wealth Management LLC holds 16,215 shares of XT stock, worth $992,844. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,215
Previous 14,983
8.22%
Holding current value
$992,844
Previous $894,000
4.36%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding XT
# of Institutions
273Shares Held
43.8MCall Options Held
0Put Options Held
38-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.1 Billion4.25% of portfolio
-
Brinker Capital Investments, LLC898KShares$55 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC728KShares$44.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY348KShares$21.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$18.2 Million0.0% of portfolio