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

43.8M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.14 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$56.1 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$46.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.7 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.9 Million
0.01% of portfolio

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