Sage Mountain Advisors LLC Ishares Tr Exponential Technol Transaction History

Sage Mountain Advisors LLC

$1.07 Billion
Q2 2024

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 252 shares of XT stock, worth $15,364. This represents 0.0% of its overall portfolio holdings.

Number of Shares

252

Holding current value

$15,364

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$54.45 - $59.72 $13,721 - $15,049	252 New	252 $14,000

Others Institutions Holding XT

# of Institutions

259

Shares Held

44.1M

Call Options Held

Put Options Held

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

33.8M
Shares

$2.06 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.8 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.9 Million
0.01% of portfolio

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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Sage Mountain Advisors LLC Ishares Tr Exponential Technol Transaction History