Element Wealth, LLC Ishares Tr Exponential Technol Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.09 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.9 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$45 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.7 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.2 Million0.01% of portfolio