Crestmont Private Wealth LLC Ishares Tr Exponential Technol Transaction History

Crestmont Private Wealth LLC

$229 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$45.91 - $60.17 $1,698 - $2,226	-37 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$53.33 - $66.42 $1,973 - $2,457	37 New	37 $2,000

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

$2.07 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.3 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.3 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28 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 Crestmont Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestmont Private Wealth LLC with notifications on news.