Verity Wealth Advisors Ishares Tr Exponential Technol Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 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 $720,464. This represents 0.51% of its overall portfolio holdings.
Number of Shares
11,780
Previous 11,780
-0.0%
Holding current value
$720,464
Previous $693,000
3.46%
% of portfolio
0.51%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.09 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.9 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$45.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.8 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.3 Million0.01% of portfolio