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Capital Advisors Ltd’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

Capital Advisors Ltd’s Portfolio ITDE Stock Details ITDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53K Hold
1,475
– – 0.01% 484
2025
Q4 		$53K Buy
+1,475
New +$53.6K 0.01% 473

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MCM
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GWM
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Osaic Holdings
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FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return