Berger Financial Group, Inc Ishares Tr Exponential Technol Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Berger Financial Group, Inc holds 32,936 shares of XT stock, worth $2.01 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

32,936

Previous 38,613 14.7%

Holding current value

$2.01 Million

Previous $2.35 Million 16.38%

% of portfolio

0.16%

Previous 0.2%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$58.7 - $62.72 $333,239 - $356,061	-5,677 Reduced 14.7%	32,936 $1.97 Million
Q3 2024 Nov 12, 2024	SELL	$54.51 - $61.59 $846,322 - $956,246	-15,526 Reduced 28.68%	38,613 $2.35 Million
Q2 2024 Aug 14, 2024	SELL	$54.45 - $59.72 $3.43 Million - $3.76 Million	-62,937 Reduced 53.76%	54,139 $3.18 Million
Q1 2024 Apr 16, 2024	BUY	$56.54 - $61.02 $6.62 Million - $7.14 Million	117,076 New	117,076 $6.98 Million

Others Institutions Holding XT

# of Institutions

275

Shares Held

45M

Call Options Held

Put Options Held

View Full List

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

More about XT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Ishares Tr Exponential Technol Transaction History