Morris Financial Concepts, Inc. Ishares Tr Exponential Technol Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 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 258 shares of XT stock, worth $18,800. This represents 0.01% of its overall portfolio holdings.
Number of Shares
258
Previous 257
0.39%
Holding current value
$18,800
Previous $16,000
12.5%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding XT
# of Institutions
291Shares Held
43.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.6MShares$2.52 Billion4.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC687KShares$50 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN642KShares$46.8 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI293KShares$21.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$21 Million0.0% of portfolio