Kfg Wealth Management, LLC Ishares Tr Exponential Technol Transaction History

Kfg Wealth Management, LLC

$390 Million
Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 4,861 shares of XT stock, worth $264,292. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,861

Previous 5,131 5.26%

Holding current value

$264,292

Previous $306,000 8.17%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$57.56 - $64.0 $15,541 - $17,280	-270 Reduced 5.26%	4,861 $281,000
Q4 2024 Jan 21, 2025	SELL	$58.7 - $62.72 $32,402 - $34,621	-552 Reduced 9.71%	5,131 $306,000
Q3 2024 Oct 15, 2024	SELL	$54.51 - $61.59 $15,807 - $17,861	-290 Reduced 4.86%	5,683 $345,000
Q2 2024 Jul 19, 2024	BUY	$54.45 - $59.72 $7,241 - $7,942	133 Added 2.28%	5,973 $351,000
Q1 2024 Apr 19, 2024	BUY	$56.54 - $61.02 $40,765 - $43,995	721 Added 14.08%	5,840 $348,000
Q4 2023 Jan 31, 2024	BUY	$48.21 - $60.43 $40,544 - $50,821	841 Added 19.66%	5,119 $306,000
Q3 2023 Oct 17, 2023	BUY	$51.24 - $58.44 $219,204 - $250,006	4,278 New	4,278 $223,000

Others Institutions Holding XT

# of Institutions

276

Shares Held

45M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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Kfg Wealth Management, LLC Ishares Tr Exponential Technol Transaction History