New England Private Wealth Advisors LLC Ishares Tr Exponential Technol Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 285,365 shares of XT stock, worth $17.4 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
285,365
Previous 334,829
14.77%
Holding current value
$17.4 Million
Previous $20 Million
15.9%
% of portfolio
2.95%
Previous 3.53%
Shares
28 transactions
Others Institutions Holding XT
# of Institutions
259Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.06 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.8 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26.9 Million0.01% of portfolio