Clay Northam Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Clay Northam Wealth Management, LLC
- $169 Million
- Q3 2025
A detailed history of Clay Northam Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 9,986 shares of XT stock, worth $736,068. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,986
Previous 9,986
-0.0%
Holding current value
$736,068
Previous $651,000
10.29%
% of portfolio
0.42%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding XT
# of Institutions
304Shares Held
42.2MCall Options Held
0Put Options Held
1K-
Financial Engines Advisors L.L.C. Santa Clara, CA33.2MShares$2.44 Billion4.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC623KShares$45.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN616KShares$45.4 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI536KShares$39.5 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC285KShares$21 Million0.0% of portfolio