Morris Financial Concepts, Inc. Ishares Tr Exponential Technol Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 257 shares of XT stock, worth $15,736. This represents 0.01% of its overall portfolio holdings.
Number of Shares
257
Previous 256
0.39%
Holding current value
$15,736
Previous $15,000
6.67%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding XT
# of Institutions
273Shares Held
43.8MCall Options Held
0Put Options Held
38-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.1 Billion4.25% of portfolio
-
Brinker Capital Investments, LLC898KShares$55 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC728KShares$44.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY348KShares$21.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$18.2 Million0.0% of portfolio