Badgley Phelps Wealth Managers, LLC Ishares Tr Exponential Technol Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.21 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding XT
# of Institutions
275Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.13 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$55.3 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$44 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC693KShares$42.6 Million0.02% of portfolio
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Morgan Stanley New York, NY554KShares$34.1 Million0.0% of portfolio