Mc Kinley Carter Wealth Services, Inc. Ishares Tr Exponential Technol Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,071 shares of XT stock, worth $430,058. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,071
Previous 10,671
33.74%
Holding current value
$430,058
Previous $627,000
31.42%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding XT
# of Institutions
251Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.08 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.6 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$44.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.5 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.1 Million0.01% of portfolio