Pfg Private Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Pfg Private Wealth Management, LLC
- $174 Million
- Q4 2024
A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 4,310 shares of XT stock, worth $269,892. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,310
Previous 4,277
0.77%
Holding current value
$269,892
Previous $260,000
1.15%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding XT
# of Institutions
263Shares Held
44.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.17 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$56.3 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$46.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$43.4 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.9 Million0.01% of portfolio