Mascoma Wealth Management LLC Ishares Tr Exponential Technol Transaction History
Mascoma Wealth Management LLC
- $376 Million
- Q2 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,637 shares of XT stock, worth $99,807. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,637
Previous 1,847
11.37%
Holding current value
$99,807
Previous $110,000
12.73%
% of portfolio
0.03%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding XT
# of Institutions
259Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.06 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.8 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26.9 Million0.01% of portfolio