Segment Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Segment Wealth Management, LLC
- $1.42 Billion
- Q4 2024
A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Segment Wealth Management, LLC holds 119,680 shares of XT stock, worth $7.49 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
119,680
Previous 124,084
3.55%
Holding current value
$7.49 Million
Previous $7.55 Million
5.44%
% of portfolio
0.5%
Previous 0.53%
Shares
21 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