A detailed history of Detalus Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Detalus Advisors, LLC holds 4,741 shares of XT stock, worth $284,507. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,741
Previous 6,954 31.82%
Holding current value
$284,507
Previous $409,000 29.58%
% of portfolio
0.1%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$54.51 - $61.59 $120,630 - $136,298
-2,213 Reduced 31.82%
4,741 $288,000
Q2 2024

Jul 26, 2024

BUY
$54.45 - $59.72 $378,645 - $415,292
6,954 New
6,954 $409,000
Q2 2023

Jul 28, 2023

BUY
$49.89 - $56.59 $189,881 - $215,381
3,806 New
3,806 $211,000
Q4 2022

Feb 09, 2023

BUY
$43.76 - $51.48 $2.53 Million - $2.97 Million
57,735 Added 807.71%
64,883 $3.07 Million
Q3 2022

Nov 04, 2022

BUY
$44.57 - $54.25 $318,586 - $387,779
7,148 New
7,148 $319,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
Track This Portfolio

Track Detalus Advisors, LLC Portfolio

Follow Detalus Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Detalus Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Detalus Advisors, LLC with notifications on news.