Strategic Wealth Advisors Group, LLC Ishares Tr Exponential Technol Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$53.33 - $66.42 $918,449 - $1.14 Million	-17,222 Closed	0 $0
Q4 2021 Feb 16, 2022	SELL	$61.75 - $67.29 $98,367 - $107,192	-1,593 Reduced 8.47%	17,222 $1.14 Million
Q3 2021 Nov 17, 2021	BUY	$61.98 - $66.61 $30,060 - $32,305	485 Added 2.65%	18,815 $1.18 Million
Q2 2021 Aug 10, 2021	SELL	$58.68 - $63.51 $1.17 Million - $1.26 Million	-19,901 Reduced 52.05%	18,330 $1.16 Million
Q1 2021 May 07, 2021	SELL	$56.43 - $62.22 $473,109 - $521,652	-8,384 Reduced 17.99%	38,231 $2.26 Million
Q4 2020 Feb 12, 2021	SELL	$47.8 - $57.26 $159,843 - $191,477	-3,344 Reduced 6.69%	46,615 $2.67 Million
Q3 2020 Nov 30, 2020	SELL	$44.68 - $50.55 $142,529 - $161,254	-3,190 Reduced 6.0%	49,959 $2.43 Million
Q2 2020 Aug 03, 2020	BUY	$34.05 - $45.21 $42,800 - $56,828	1,257 Added 2.42%	53,149 $2.38 Million
Q1 2020 May 05, 2020	BUY	$30.69 - $45.28 $374,233 - $552,144	12,194 Added 30.72%	51,892 $1.77 Million
Q4 2019 Feb 10, 2020	BUY	$37.58 - $42.97 $90,981 - $104,030	2,421 Added 6.49%	39,698 $1.7 Million
Q3 2019 Nov 04, 2019	BUY	$36.92 - $39.71 $1.38 Million - $1.48 Million	37,277 New	37,277 $1.42 Million

Others Institutions Holding XT

# of Institutions

274

Shares Held

45M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.7M
Shares

$2.18 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$56.6 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$45 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$43.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

554K
Shares

$34.9 Million
0.0% of portfolio

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