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Ishares Tr Exponential Technologies Etf shares owned by Ohe Financial

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

Historical chart of Ohe Financial investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $747k 13k 59.62
2023-09-30 $2.7M 52k 52.21
2023-06-30 $2.8M 51k 55.60
2023-03-31 $2.6M 50k 52.70
2022-12-31 $2.3M 49k 47.34
2022-09-30 $2.9M 65k 44.57
2022-06-30 $3.2M 67k 47.94
2022-03-31 $4.4M 74k 59.04
2021-12-31 $1.7M 25k 66.08
2021-09-30 $831k 13k 62.76

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

View all positions for Ohe Financial

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Ameriprise Financial
Commonwealth Equity Services
UBS Group
Alpha Financial Advisors
New England Private Wealth Advisors
Morgan Stanley
Wells Fargo & Company
Mirae Asset Global Investments
Wealthcare Advisory Partners
Mariner Wealth Advisors
Sweet Financial Partners
Dynamic Advisors Solutions

View all funds holding Ishares Tr Exponential Technologies Etf