Dakota Wealth Management Ishares Tr Exponential Technol Transaction History
Dakota Wealth Management
- $4.2 Billion
- Q1 2025
A detailed history of Dakota Wealth Management transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Dakota Wealth Management holds 3,570 shares of XT stock, worth $218,948. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,570
Previous 3,570
-0.0%
Holding current value
$218,948
Previous $213,000
3.76%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
273Shares Held
43.8MCall Options Held
0Put Options Held
38-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.1 Billion4.25% of portfolio
-
Brinker Capital Investments, LLC898KShares$55.1 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC728KShares$44.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY348KShares$21.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$18.2 Million0.0% of portfolio