Flagship Harbor Advisors, LLC Ishares Tr Exponential Technol Transaction History

Flagship Harbor Advisors, LLC

$1.74 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 08, 2021	SELL	$47.8 - $57.26 $11,950 - $14,315	-250 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$34.05 - $45.21 $8,512 - $11,302	250 New	250 $11,000

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.07 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.3 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.3 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28 Million
0.01% of portfolio

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