Burt Wealth Advisors Ishares Tr Exponential Technol Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 09, 2017	SELL	$33.84 - $34.33 $13,739 - $13,937	-406 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	406	406 $12,000

Others Institutions Holding XT

# of Institutions

277

Shares Held

45M

Call Options Held

0

Put Options Held

0

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

34.7M
Shares

$1.9 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$49.3 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$39.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$38 Million
0.02% of portfolio
Morgan Stanley New York, NY

554K
Shares

$30.4 Million
0.0% of portfolio

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