Total Clarity Wealth Management, Inc. Ishares Tr Exponential Technol Transaction History

Total Clarity Wealth Management, Inc.

$295 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$45.91 - $60.17 $275,414 - $360,959	5,999 New	5,999 $288,000

Others Institutions Holding XT

# of Institutions

253

Shares Held

43.7M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.12 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.8 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.4 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.7 Million
0.01% of portfolio

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