Liberty Wealth Management LLC Ishares Tr Exponential Technol Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
Shares
5 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$2.13 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$56 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$46 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$43.6 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.8 Million0.01% of portfolio