Iht Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Iht Wealth Management, LLC
- $2.99 Billion
- Q4 2024
A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,872 shares of XT stock, worth $882,207. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,872
Previous 15,284
2.7%
Holding current value
$882,207
Previous $930,000
4.62%
% of portfolio
0.03%
Previous 0.03%
Shares
28 transactions
Others Institutions Holding XT
# of Institutions
275Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.06 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$53.3 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$42.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$41.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY554KShares$32.9 Million0.0% of portfolio