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Ishares Tr Exponential Technologies Etf shares owned by MAI Wealth Advisors

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

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

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All positions including Ishares Tr Exponential Technologies Etf held by MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 19k 60.88
2024-06-30 $2.2M 37k 58.83
2024-03-31 $2.3M 38k 59.62
2023-12-31 $2.3M 38k 59.87
2023-09-30 $2.0M 39k 52.21

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI 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