Selective Wealth Management, Inc. Ishares Tr Exponential Technol Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 2025
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 $311,810. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,279
Previous 4,279
-0.0%
Holding current value
$311,810
Previous $279,000
10.04%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
291Shares Held
43.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.6MShares$2.52 Billion4.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC687KShares$50 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN642KShares$46.8 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI293KShares$21.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$21 Million0.0% of portfolio