Collective Family Office LLC Ishares Tr Exponential Technol Call Options Transaction History

Collective Family Office LLC

$365 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

272

Shares Held

43.8M

Call Options Held

0

Put Options Held

0

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

34.3M
Shares

$2.1 Billion
4.25% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.1 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

728K
Shares

$44.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

348K
Shares

$21.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$18.2 Million
0.0% of portfolio

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