Evolution Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History
Evolution Wealth Advisors, LLC
- $545 Million
- Q3 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 10,305 shares of XT stock, worth $629,635. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,305
Previous 10,305
-0.0%
Holding current value
$629,635
Previous $606,000
3.47%
% of portfolio
0.11%
Previous 0.12%
Shares
1 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