Finley Financial, LLC Ishares Tr Exponential Technol Transaction History

Finley Financial, LLC

$192 Billion
Q4 2024

A detailed history of Finley Financial, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Finley Financial, LLC holds 500 shares of XT stock, worth $30,340. This represents 0.02% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$30,340

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$58.7 - $62.72 $29,350 - $31,360	500 New	500 $30.2 Million

Others Institutions Holding XT

# of Institutions

275

Shares Held

45M

Call Options Held

Put Options Held

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

34.7M
Shares

$2.1 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.5 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$43.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$42 Million
0.02% of portfolio
Morgan Stanley New York, NY

554K
Shares

$33.6 Million
0.0% of portfolio

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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