Capital Performance Advisors LLP Ishares Tr Exponential Technol Transaction History

Capital Performance Advisors LLP

$310 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$54.51 - $61.59 $381 - $431	7 New	7 $0

Others Institutions Holding XT

# of Institutions

275

Shares Held

44.9M

Call Options Held

0

Put Options Held

0

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

34.7M
Shares

$1.93 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$50.1 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$39.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$38.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

554K
Shares

$30.9 Million
0.0% of portfolio

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