Clay Northam Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Clay Northam Wealth Management, LLC
- $130 Million
- Q2 2024
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 10,241 shares of XT stock, worth $589,676. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,241
Previous 10,540
2.84%
Holding current value
$589,676
Previous $628,000
4.14%
% of portfolio
0.46%
Previous 0.51%
Shares
4 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$1.95 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$51.7 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$43.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$40.8 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$25.5 Million0.01% of portfolio