Creative Planning Ishares Tr Us Tech Breakthroug Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Us Tech Breakthroug stock. As of the latest transaction made, Creative Planning holds 3,920 shares of TECB stock, worth $222,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,920

Holding current value

$222,695

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$50.52 - $56.61 $198,038 - $221,911	3,920 New	3,920 $208,000

Others Institutions Holding TECB

# of Institutions

Shares Held

5.77M

Call Options Held

Put Options Held

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

4.48M
Shares

$255 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

330K
Shares

$18.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

137K
Shares

$7.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.71 Million
0.0% of portfolio
Trek Financial, LLC Scottsdale, AZ

75.7K
Shares

$4.3 Million
0.32% of portfolio

View Full List

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
Sector ETFs
Industry ETFs

More about TECB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account