Financial Engines Advisors L.L.C. XT Holdings History
Financial Engines Advisors L.L.C.'s ISHARES TRUST Holding Summary
As of 2025-03-31, Financial Engines Advisors L.L.C. held 34.31 Mil shares of ISHARES TRUST(XT), totaling $1.97 Bil. This investment constitutes 4.24% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 65.28% of the outstanding ISHARES TRUST(XT) stock.
The initial trade took place in 2020Q2. And since then Financial Engines Advisors L.L.C. has made 13 purchases of XT, at an average price of $44.06, for a total of 40.36 Mil shares. In addition, there have been 6 sales at an average price of $51.73 for 6.05 Mil shares. Based on historical transaction data and XT's current price of $65.94, Financial Engines Advisors L.L.C.'s estimated gain on his XT holdings is $796.89 Mil, reflecting a 44.81% gain to date.
Financial Engines Advisors L.L.C. XT ($65.94) Holding Chart
Financial Engines Advisors L.L.C. XT ($65.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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