Ci Private Wealth, LLC Ishares Tr Exponential Technol Transaction History

Ci Private Wealth, LLC

$62.5 Billion
Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Ci Private Wealth, LLC holds 5,199 shares of XT stock, worth $383,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,199

Holding current value

$383,218

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$65.04 - $71.97 $338,142 - $374,172	5,199 New	5,199 $374,000

Others Institutions Holding XT

# of Institutions

303

Shares Held

42.2M

Call Options Held

Put Options Held

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

33.2M
Shares

$2.44 Billion
4.57% of portfolio
Lpl Financial LLC Fort Mill, SC

623K
Shares

$45.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

616K
Shares

$45.4 Million
0.01% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

536K
Shares

$39.5 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

285K
Shares

$21 Million
0.0% of portfolio

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

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Ci Private Wealth, LLC Ishares Tr Exponential Technol Transaction History