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

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.08 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.5 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.4 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28 Million
0.01% of portfolio

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.