Wealth Quarterback LLC Ishares Tr Exponential Technol Transaction History
Wealth Quarterback LLC
- $174 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding XT
# of Institutions
276Shares Held
43.8MCall Options Held
0Put Options Held
38-
Financial Engines Advisors L.L.C. Santa Clara, CA34.3MShares$2.23 Billion4.25% of portfolio
-
Brinker Capital Investments, LLC898KShares$58.4 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC728KShares$47.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY348KShares$22.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC297KShares$19.3 Million0.0% of portfolio