Danda Trouve Investment Management’s iShares CMBS ETF CMBS Stock Holding History

Danda Trouve Investment Management’s Portfolio CMBS Stock Details CMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$7K	Buy	+150	New	+$7.16K	0.01%	85

Other funds holding CMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Danda Trouve Investment Management's CMBS Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in iShares CMBS ETF (CMBS) in Q3 2022: 150 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #85 among its holdings.

85 funds tracked by Wall St. Rank hold CMBS as of Q3 2022.

Danda Trouve Investment Management held 150 shares of iShares CMBS ETF worth $7K as of Q3 2022.
iShares CMBS ETF was a new Danda Trouve Investment Management position in Q3 2022.
iShares CMBS ETF made up 0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #85 holding.
85 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.