Patten Group, Inc. Ishares Tr Exponential Technol Transaction History

Patten Group, Inc.

$440 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	$32.41 - $38.63 $3,824 - $4,558	-118 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$34.84 - $38.52 $4,111 - $4,545	118 New	118 $4,000

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

$2.03 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$53.2 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$43.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$41.4 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$27.4 Million
0.01% of portfolio

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