Sax Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,488 shares of XT stock, worth $1.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,488
Previous 18,488 -0.0%
Holding current value
$1.13 Million
Previous $1.09 Million 3.5%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$54.45 - $59.72 $105,524 - $115,737
-1,938 Reduced 9.49%
18,488 $1.09 Million
Q1 2024

May 13, 2024
BUY
$56.54 - $61.02 $206,088 - $222,417
3,645 Added 21.72%
20,426 $1.22 Million
Q4 2023

Feb 14, 2024
BUY
$48.21 - $60.43 $7,761 - $9,729
161 Added 0.97%
16,781 $1 Million
Q3 2023

Nov 07, 2023
BUY
$51.24 - $58.44 $362,523 - $413,463
7,075 Added 74.12%
16,620 $867,000
Q2 2023

Aug 10, 2023
BUY
$49.89 - $56.59 $476,200 - $540,151
9,545 New
9,545 $530,000

Others Institutions Holding XT

# of Institutions
259
Shares Held
44.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EXPONENTIAL TECHNOL

XT Quotes by TradingView
  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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