Wr Wealth Planners, LLC Ishares Tr Us Tech Breakthroug Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$41.58 - $48.42 $6,694 - $7,795	161 New	161 $7,000

Others Institutions Holding TECB

# of Institutions

78

Shares Held

5.77M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

4.48M
Shares

$255 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

330K
Shares

$18.7 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

137K
Shares

$7.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.71 Million
0.0% of portfolio
Trek Financial, LLC Scottsdale, AZ

75.7K
Shares

$4.3 Million
0.32% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
Sector ETFs
Industry ETFs

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