Dakota Wealth Management Ishares Tr Exponential Technol Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$58.7 - $62.72 $209,559 - $223,910	3,570 New	3,570 $213,000
Q2 2023 Jul 31, 2023	BUY	$49.89 - $56.59 $181,050 - $205,365	3,629 New	3,629 $201,000

Others Institutions Holding XT

# of Institutions

304

Shares Held

42.1M

Call Options Held

0

Put Options Held

1K

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

33.2M
Shares

$2.44 Billion
4.57% of portfolio
Lpl Financial LLC Fort Mill, SC

623K
Shares

$45.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

616K
Shares

$45.4 Million
0.01% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

536K
Shares

$39.5 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

285K
Shares

$21 Million
0.0% of portfolio

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