Principle Wealth Partners LLC Ishares Tr Exponential Technol Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$44.68 - $50.55 $75,911 - $85,884	-1,699 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$34.05 - $45.21 $57,850 - $76,811	1,699 New	1,699 $76,000

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

$2.11 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.5 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.2 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.5 Million
0.01% of portfolio

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