Evolution Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History
Evolution Wealth Advisors, LLC
- $695 Million
- Q3 2025
A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 9,535 shares of XT stock, worth $702,824. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,535
Previous 9,535
-0.0%
Holding current value
$702,824
Previous $622,000
10.13%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding XT
# of Institutions
303Shares Held
42.2MCall Options Held
0Put Options Held
1K-
Financial Engines Advisors L.L.C. Santa Clara, CA33.2MShares$2.44 Billion4.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC623KShares$45.9 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN616KShares$45.4 Million0.01% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI536KShares$39.5 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC285KShares$21 Million0.0% of portfolio