Concord Wealth Partners Ishares Tr Exponential Technol Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Concord Wealth Partners holds 6,748 shares of XT stock, worth $411,223. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,748
Previous 12,060
44.05%
Holding current value
$411,223
Previous $734,000
45.23%
% of portfolio
0.07%
Previous 0.12%
Shares
19 transactions
Others Institutions Holding XT
# of Institutions
275Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.11 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$43.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$42.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY554KShares$33.8 Million0.0% of portfolio