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Ishares Tr Exponential Technologies Etf shares owned by Selective Wealth Management

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

Historical chart of Selective Wealth Management investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Selective Wealth Management 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 Selective Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 4.3k 60.57
2024-06-30 $255k 4.3k 59.57
2024-03-31 $249k 4.3k 58.38

More positions owned by Selective Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Wisdomtree Tr Cloud Computng (WCLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
salesforce (CRM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alibaba Group Hldg Sponsored Ads (BABA)
Servicenow (NOW)
Veeva Sys Cl A Com (VEEV)
Twilio Cl A (TWLO)
Docusign (DOCU)
Okta Cl A (OKTA)

View all positions for Selective Wealth Management

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