Hb Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Hb Wealth Management, LLC holds 8,025 shares of XT stock, worth $501,482. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,025
Previous 9,000
10.83%
Holding current value
$501,482
Previous $547,000
12.43%
% of portfolio
0.0%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
43.8MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.14 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$56.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$46.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$43.7 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN462KShares$28.9 Million0.01% of portfolio