Creative One Wealth, LLC Ishares Tr Exponential Technol Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
Shares
6 transactions
Others Institutions Holding XT
# of Institutions
260Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.06 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.9 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43.3 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN442KShares$27 Million0.01% of portfolio