Selective Wealth Management, Inc. Ishares Tr Exponential Technol Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 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 $262,003. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,279
Previous 4,279
-0.0%
Holding current value
$262,003
Previous $255,000
3.14%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
273Shares Held
43.8MCall Options Held
0Put Options Held
38-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.1 Billion4.25% of portfolio
-
Brinker Capital Investments, LLC898KShares$55 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC728KShares$44.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY348KShares$21.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$18.2 Million0.0% of portfolio