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Ishares Tr Exponential Technologies Etf shares owned by Sax Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 17k 59.87
2023-09-30 $868k 17k 52.21
2023-06-30 $531k 9.5k 55.60

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

Top funds holding Ishares Tr Exponential Technologies Etf

Bank of America Corporation
Commonwealth Equity Services
Jane Street
Mirae Asset Global Investments
Alpha Financial Advisors
New England Private Wealth Advisors
Wells Fargo & Company
Mariner Wealth Advisors
Wealthcare Advisory Partners
Orion Portfolio Solutions
Sweet Financial Partners
Dynamic Advisors Solutions
Raymond James Financial Services Advisors
Fundamentun
Stratos Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf