Clay Northam Wealth Management, LLC Ishares Tr Exponential Technol Call Options Transaction History

Clay Northam Wealth Management, LLC

$130 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

261

Shares Held

43.9M

Call Options Held

0

Put Options Held

0

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

33.8M
Shares

$2 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$53.2 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$44.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$42 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.2 Million
0.01% of portfolio

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