Consolidated Planning Corp Ishares Tr Exponential Technol Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	SELL	$56.54 - $61.02 $667,285 - $720,158	-11,802 Reduced 55.52%	9,454 $563,000
Q4 2023 Feb 02, 2024	SELL	$48.21 - $60.43 $79,305 - $99,407	-1,645 Reduced 7.18%	21,256 $1.27 Million
Q3 2023 Nov 08, 2023	SELL	$51.24 - $58.44 $6,814 - $7,772	-133 Reduced 0.58%	22,901 $1.2 Million
Q2 2023 Aug 14, 2023	BUY	$49.89 - $56.59 $17,810 - $20,202	357 Added 1.57%	23,034 $1.28 Million
Q1 2023 May 04, 2023	SELL	$47.43 - $55.75 $53,074 - $62,384	-1,119 Reduced 4.7%	22,677 $1.2 Million
Q4 2022 Feb 10, 2023	BUY	$43.76 - $51.48 $1.04 Million - $1.23 Million	23,796 New	23,796 $1.13 Million
Q2 2022 Aug 12, 2022	BUY	$45.91 - $60.17 $1.24 Million - $1.63 Million	27,009 New	27,009 $1.3 Million

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.11 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.4 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.1 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.5 Million
0.01% of portfolio

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.