Verity Wealth Advisors Ishares Tr Exponential Technol Transaction History
Verity Wealth Advisors
- $138 Million
- Q4 2024
A detailed history of Verity Wealth Advisors transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Verity Wealth Advisors holds 11,780 shares of XT stock, worth $753,331. This represents 0.51% of its overall portfolio holdings.
Number of Shares
11,780
Previous 11,780
-0.0%
Holding current value
$753,331
Previous $717,000
1.95%
% of portfolio
0.51%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding XT
# of Institutions
274Shares Held
45.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.22 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$57.5 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$45.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$44.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY554KShares$35.5 Million0.0% of portfolio