Accurate Wealth Management, LLC Ishares Tr Exponential Technol Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,701 shares of XT stock, worth $356,597. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,701

Previous 5,732 0.54%

Holding current value

$356,597

Previous $348,000 2.3%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$58.7 - $62.72 $1,819 - $1,944	-31 Reduced 0.54%	5,701 $340,000
Q3 2024 Oct 17, 2024	BUY	$54.51 - $61.59 $1,689 - $1,909	31 Added 0.54%	5,732 $348,000
Q1 2024 Apr 22, 2024	SELL	$56.54 - $61.02 $1,130 - $1,220	-20 Reduced 0.35%	5,701 $339,000
Q4 2023 Jan 12, 2024	SELL	$48.21 - $60.43 $915 - $1,148	-19 Reduced 0.33%	5,721 $342,000
Q3 2023 Oct 23, 2023	SELL	$51.24 - $58.44 $3,074 - $3,506	-60 Reduced 1.03%	5,740 $299,000
Q1 2023 Apr 13, 2023	BUY	$47.43 - $55.75 $2,845 - $3,345	60 Added 1.05%	5,800 $305,000
Q4 2022 Jan 11, 2023	SELL	$43.76 - $51.48 $175 - $205	-4 Reduced 0.07%	5,740 $0
Q3 2022 Nov 14, 2022	BUY	$44.57 - $54.25 $178 - $217	4 Added 0.07%	5,744 $519,000
Q2 2022 Aug 04, 2022	BUY	$45.91 - $60.17 $263,523 - $345,375	5,740 New	5,740 $286,000

Others Institutions Holding XT

# of Institutions

273

Shares Held

45M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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Accurate Wealth Management, LLC Ishares Tr Exponential Technol Transaction History