Financial Advocates Investment Management Ishares Tr Exponential Technol Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
Shares
15 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$2.06 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$53.5 Million0.85% of portfolio
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Bank Of America Corp Charlotte, NC715KShares$42.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC693KShares$41.2 Million0.02% of portfolio
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Morgan Stanley New York, NY554KShares$33 Million0.0% of portfolio