Mutual Advisors, LLC Ishares Tr Exponential Technol Transaction History

Mutual Advisors, LLC

$3.5 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$53.33 - $66.42 $4.38 Million - $5.46 Million	-82,176 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$61.75 - $67.29 $379,947 - $414,035	-6,153 Reduced 6.97%	82,176 $5.43 Million
Q3 2021 Nov 15, 2021	BUY	$61.98 - $66.61 $136,046 - $146,208	2,195 Added 2.55%	88,329 $5.54 Million
Q2 2021 Aug 12, 2021	SELL	$58.68 - $63.51 $452,422 - $489,662	-7,710 Reduced 8.22%	86,134 $5.45 Million
Q1 2021 May 13, 2021	BUY	$56.43 - $62.22 $22,854 - $25,199	405 Added 0.43%	93,844 $5.56 Million
Q4 2020 Feb 11, 2021	SELL	$47.8 - $57.26 $1.87 Million - $2.24 Million	-39,102 Reduced 29.5%	93,439 $5.35 Million
Q3 2020 Nov 13, 2020	BUY	$44.68 - $50.55 $5.92 Million - $6.7 Million	132,541 New	132,541 $6.44 Million

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$2.09 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.9 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.7 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.2 Million
0.01% of portfolio

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.