Kfg Wealth Management, LLC Ishares Tr Exponential Technol Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
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 5,131 shares of XT stock, worth $314,017. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,131
Previous 5,683
9.71%
Holding current value
$314,017
Previous $345,000
11.3%
% of portfolio
0.08%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding XT
# of Institutions
273Shares Held
45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.7MShares$2.12 Billion4.37% of portfolio
-
Brinker Capital Investments, LLC898KShares$55 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC715KShares$43.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC693KShares$42.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY554KShares$33.9 Million0.0% of portfolio