Crestmont Private Wealth LLC Ishares Tr Exponential Technol Transaction History

Crestmont Private Wealth LLC

$222 Billion
Q4 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

249

Shares Held

43.8M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.13 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.9 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.5 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.8 Million
0.01% of portfolio

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