Verity Wealth Advisors Ishares Tr Exponential Technol Call Options Transaction History

Verity Wealth Advisors

$142 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

34.2M
Shares

$2.08 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.5 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.4 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28 Million
0.01% of portfolio

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.