CFD
LTC

Creative Financial Designs’s LTC Properties LTC Stock Holding History

Creative Financial Designs’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-331
Closed -$10.8K – 1695
2024
Q1 		$10.8K Hold
331
– – ﹤0.01% 1125
2023
Q4 		$10.6K Buy
+331
New +$10.7K ﹤0.01% 1078
2023
Q3 		– Sell
-208
Closed -$6.87K – 1534
2023
Q2 		$6.87K Buy
208
+84
+68% +$2.8K ﹤0.01% 1103
2023
Q1 		$4.36K Buy
+124
New +$4.46K ﹤0.01% 1144

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Creative Financial Designs's LTC Position: Q2 2024 in Review

Creative Financial Designs sold out of LTC Properties (LTC) in Q2 2024, closing a stake of 331 shares — an estimated $10.8K sold.

Creative Financial Designs first reported a position in LTC in Q1 2023 and held it in 4 quarters. The position peaked at $10.8K in Q1 2024. 219 funds tracked by Wall St. Rank hold LTC as of Q2 2024.

  • Creative Financial Designs reported no remaining LTC Properties position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 331 LTC Properties shares in Q2 2024, an estimated $10.8K.
  • Creative Financial Designs first reported a position in LTC Properties in Q1 2023 and held it in 4 quarters.
  • Creative Financial Designs's LTC Properties position peaked at $10.8K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held LTC Properties as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.