Capital Asset Advisory Services LLC Ishares Tr Exponential Technol Transaction History
Capital Asset Advisory Services LLC
- $1.94 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
272Shares Held
48.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$1.99 Billion4.25% of portfolio
-
Jones Financial Companies Lllp4.45MShares$258 Million0.09% of portfolio
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Brinker Capital Investments, LLC898KShares$52 Million0.85% of portfolio
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Lpl Financial LLC Fort Mill, SC728KShares$42.1 Million0.02% of portfolio
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Morgan Stanley New York, NY348KShares$20.2 Million0.0% of portfolio