Tradition Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
A detailed history of Tradition Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 4,225 shares of XT stock, worth $257,598. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,225
Previous 4,225
-0.0%
Holding current value
$257,598
Previous $251,000
1.2%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding XT
# of Institutions
259Shares Held
44.1MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.8MShares$2.06 Billion4.43% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.8 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC750KShares$45.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$43.2 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN442KShares$26.9 Million0.01% of portfolio