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Ishares Tr Exponential Technologies Etf shares owned by Evolution Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Evolution Wealth Advisors from 13F filings

Historical chart of Evolution Wealth Advisors investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Evolution Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $627k 10k 60.88
2024-06-30 $606k 10k 58.83
2024-03-31 $614k 10k 59.62
2023-12-31 $617k 10k 59.87
2023-09-30 $538k 10k 52.21
2023-06-30 $573k 10k 55.60
2023-03-31 $543k 10k 52.70
2022-12-31 $488k 10k 47.34

More positions owned by Evolution Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Communication (XLC)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Cur Hd Eurzn Etf (HEZU)

View all positions for Evolution Wealth Advisors

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
Bank of America Corporation
LPL Financial
Alpha Financial Advisors
Morgan Stanley
Commonwealth Equity Services
New England Private Wealth Advisors
Stratos Wealth Advisors
Sweet Financial Partners
Fundamentun
AlphaCore Capital
Wells Fargo & Company
Mariner Wealth Advisors
Wealthcare Advisory Partners
Dynamic Advisors Solutions

View all funds holding Ishares Tr Exponential Technologies Etf