Kestra Advisory Services, LLC Ishares Tr Us Tech Breakthroug Transaction History

Kestra Advisory Services, LLC

$17.6 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$33.85 - $38.12 $262,269 - $295,353	-7,748 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$30.69 - $35.46 $237,786 - $274,744	7,748 New	7,748 $272 Million

Others Institutions Holding TECB

# of Institutions

69

Shares Held

6.04M

Call Options Held

0

Put Options Held

0

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

4.92M
Shares

$251 Million
0.55% of portfolio
Bank Of America Corp Charlotte, NC

347K
Shares

$17.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

107K
Shares

$5.46 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

86.1K
Shares

$4.4 Million
0.0% of portfolio
Sigma Planning Corp Ann Arbor, MI

51K
Shares

$2.6 Million
0.08% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
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