Catalyst Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 7,699 shares of XT stock, worth $467,175. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,699
Previous 8,726
11.77%
Holding current value
$467,175
Previous $413 Million
1.78%
% of portfolio
0.38%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.08 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.5 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$44.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.4 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28 Million0.01% of portfolio