Morris Financial Concepts, Inc. Ishares Tr Exponential Technol Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
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 256 shares of XT stock, worth $16,225. This represents 0.01% of its overall portfolio holdings.
Number of Shares
256
Previous 256
-0.0%
Holding current value
$16,225
Previous $15,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding XT
# of Institutions
273Shares Held
45.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.2 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$56.9 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$45.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$43.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY554KShares$35.1 Million0.0% of portfolio