Clay Northam Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Clay Northam Wealth Management, LLC
- $152 Million
- Q4 2024
A detailed history of Clay Northam Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 10,171 shares of XT stock, worth $619,820. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,171
Previous 10,241
0.68%
Holding current value
$619,820
Previous $623,000
2.57%
% of portfolio
0.4%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding XT
# of Institutions
275Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.11 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.8 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$43.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$42.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY554KShares$33.8 Million0.0% of portfolio