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Asset Dedication LLC’s C3.ai AI Stock Holding History

Asset Dedication LLC’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50
Closed -$867 – 1128
2025
Q3 		$867 Hold
50
– – ﹤0.01% 1076
2025
Q2 		$1.23K Hold
50
– – ﹤0.01% 1071
2025
Q1 		$1.05K Hold
50
– – ﹤0.01% 1017
2024
Q4 		$1.72K Hold
50
– – ﹤0.01% 980
2024
Q3 		$1.21K Hold
50
– – ﹤0.01% 1050
2024
Q2 		$1.45K Hold
50
– – ﹤0.01% 1084
2024
Q1 		$1K Hold
50
– – ﹤0.01% 910
2023
Q4 		$1K Hold
50
– – ﹤0.01% 919
2023
Q3 		$1K Hold
50
– – ﹤0.01% 919
2023
Q2 		$2K Hold
50
– – ﹤0.01% 853
2023
Q1 		$2K Hold
50
– – ﹤0.01% 837
2022
Q4 		$1K Hold
50
– – ﹤0.01% 907
2022
Q3 		$1K Hold
50
– – ﹤0.01% 859
2022
Q2 		$1K Hold
50
– – ﹤0.01% 478
2022
Q1 		$1K Hold
50
– – ﹤0.01% 902
2021
Q4 		$2K Hold
50
– – ﹤0.01% 835
2021
Q3 		$2K Hold
50
– – ﹤0.01% 899
2021
Q2 		$3K Buy
+50
New +$3.11K ﹤0.01% 754

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Mirae Asset Global ETFs Holdings
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Bank of America
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Dimensional Fund Advisors
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return