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Ishares Tr Exponential Technologies Etf shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain Advisors investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $15k 252 59.66
2024-09-30 $15k 252 60.88
2024-06-30 $15k 252 58.83

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Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Golub Capital BDC (GBDC)
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Microsoft Corporation (MSFT)
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Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Copart (CPRT)
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View all positions for Sage Mountain Advisors

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
Bank of America Corporation
LPL Financial
Morgan Stanley
Ameriprise Financial
UBS Group
Baird Financial
Commonwealth Equity Services
Raymond James Financial
Fundamentun
New England Private Wealth Advisors
CWM
Sweet Financial Partners
Wealthcare Advisory Partners
Mariner Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf