Arkadios Wealth Advisors Ishares Tr Exponential Technol Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$53.33 - $66.42 $265,583 - $330,771	-4,980 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$61.75 - $67.29 $16,363 - $17,831	265 Added 5.62%	4,980 $329,000
Q3 2021 Oct 19, 2021	BUY	$61.98 - $66.61 $4,338 - $4,662	70 Added 1.51%	4,715 $295,000
Q2 2021 Jul 28, 2021	BUY	$58.68 - $63.51 $24,293 - $26,293	414 Added 9.78%	4,645 $293,000
Q1 2021 Apr 26, 2021	BUY	$56.43 - $62.22 $53,382 - $58,860	946 Added 28.8%	4,231 $250,000
Q4 2020 Feb 09, 2021	BUY	$47.8 - $57.26 $525 - $629	11 Added 0.34%	3,285 $188,000
Q2 2020 Aug 10, 2020	BUY	$34.05 - $45.21 $578 - $768	17 Added 0.52%	3,274 $152 Million
Q4 2019 Feb 14, 2020	BUY	$37.58 - $42.97 $122,398 - $139,953	3,257 New	3,257 $139,000

Others Institutions Holding XT

# of Institutions

274

Shares Held

45M

Call Options Held

0

Put Options Held

0

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

34.7M
Shares

$2.18 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$56.6 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$45 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$43.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

554K
Shares

$34.9 Million
0.0% of portfolio

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