Verity Wealth Advisors Ishares Tr Exponential Technol Transaction History
Verity Wealth Advisors
- $157 Million
- Q3 2025
A detailed history of Verity Wealth Advisors transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Verity Wealth Advisors holds 4,301 shares of XT stock, worth $313,413. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,301
Previous 11,780
63.49%
Holding current value
$313,413
Previous $768,000
59.77%
% of portfolio
0.2%
Previous 0.52%
Shares
5 transactions
Others Institutions Holding XT
# of Institutions
291Shares Held
43.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.6MShares$2.52 Billion4.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC687KShares$50 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN642KShares$46.8 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI293KShares$21.3 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC288KShares$21 Million0.0% of portfolio