Wealth Plan Partners, LLC Ishares Tr Exponential Technol Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$47.43 - $55.75 $2,561 - $3,010	54 New	54 $2.85 Million

Others Institutions Holding XT

# of Institutions

263

Shares Held

44.4M

Call Options Held

0

Put Options Held

0

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

34.7M
Shares

$2.17 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$56.3 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$46.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$43.4 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.9 Million
0.01% of portfolio

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