Cfs Investment Advisory Services, LLC Ishares Tr Exponential Technol Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q2 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 123,415 shares of XT stock, worth $7.54 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
123,415
Previous 123,712
0.24%
Holding current value
$7.54 Million
Previous $7.38 Million
1.55%
% of portfolio
0.59%
Previous 1.24%
Shares
15 transactions
Others Institutions Holding XT
# of Institutions
260Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.06 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.9 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$27 Million0.01% of portfolio