Daymark Wealth Partners, LLC Ishares Tr Exponential Technol Transaction History

Daymark Wealth Partners, LLC

$2.95 Billion
Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 86,190 shares of XT stock, worth $5.11 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

86,190

Previous 85,428 0.89%

Holding current value

$5.11 Million

Previous $5.03 Million 4.42%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$54.51 - $61.59 $41,536 - $46,931	762 Added 0.89%	86,190 $5.25 Million
Q2 2024 Aug 14, 2024	BUY	$54.45 - $59.72 $51,673 - $56,674	949 Added 1.12%	85,428 $5.03 Million
Q1 2024 Apr 10, 2024	BUY	$56.54 - $61.02 $20,128 - $21,723	356 Added 0.42%	84,479 $5.04 Million
Q4 2023 Jan 09, 2024	BUY	$48.21 - $60.43 $63,974 - $80,190	1,327 Added 1.6%	84,123 $5.04 Million
Q3 2023 Oct 10, 2023	BUY	$51.24 - $58.44 $38,071 - $43,420	743 Added 0.91%	82,796 $4.32 Million
Q2 2023 Jul 19, 2023	BUY	$49.89 - $56.59 $20,405 - $23,145	409 Added 0.5%	82,053 $4.56 Million
Q1 2023 Apr 20, 2023	SELL	$47.43 - $55.75 $168,471 - $198,024	-3,552 Reduced 4.17%	81,644 $4.3 Million
Q4 2022 Jan 25, 2023	BUY	$43.76 - $51.48 $3.73 Million - $4.39 Million	85,196 New	85,196 $0

Others Institutions Holding XT

# of Institutions

261

Shares Held

43.9M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

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Daymark Wealth Partners, LLC Ishares Tr Exponential Technol Transaction History