Lifeworks Advisors, LLC Ishares Tr Exponential Technol Transaction History

Lifeworks Advisors, LLC

$496 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$45.91 - $60.17 $22,955 - $30,085	-500 Reduced 9.74%	4,636 $222,000
Q1 2022 May 16, 2022	BUY	$53.33 - $66.42 $273,902 - $341,133	5,136 New	5,136 $303,000

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

$2.09 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.9 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.7 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.2 Million
0.01% of portfolio

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