Kingswood Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,086 shares of XT stock, worth $415,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,086
Previous 4,500 57.47%
Holding current value
$415,664
Previous $268 Million 55.38%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
$54.45 - $59.72 $140,807 - $154,435
2,586 Added 57.47%
7,086 $417 Million
Q1 2024

Apr 15, 2024
SELL
$56.54 - $61.02 $268,565 - $289,845
-4,750 Reduced 51.35%
4,500 $268 Million
Q4 2023

Jan 16, 2024
BUY
$48.21 - $60.43 $445,942 - $558,977
9,250 New
9,250 $554 Million
Q2 2023

Aug 09, 2023
BUY
$49.89 - $56.59 $581,218 - $659,273
11,650 New
11,650 $648 Million

Others Institutions Holding XT

# of Institutions
260
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EXPONENTIAL TECHNOL

XT Quotes by TradingView
  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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