Selective Wealth Management, Inc. Ishares Tr Exponential Technol Transaction History
Selective Wealth Management, Inc.
- $239 Million
- Q3 2024
A detailed history of Selective Wealth Management, Inc. transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 4,279 shares of XT stock, worth $259,649. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,279
Previous 4,279
-0.0%
Holding current value
$259,649
Previous $251,000
3.59%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.08 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.5 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$44.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.4 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28 Million0.01% of portfolio