DHJJ Financial Advisors’s Trade Desk TTD Stock Holding History

DHJJ Financial Advisors’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$182	Hold	8	–	–	﹤0.01%	1005
2025 Q4	$304	Hold	8	–	–	﹤0.01%	912
2025 Q3	$393	Sell	8 -116	-94%	-$7.36K	﹤0.01%	851
2025 Q2	$8.93K	Hold	124	–	–	﹤0.01%	557
2025 Q1	$6.79K	Buy	124 +116	+1,450%	+$10.5K	﹤0.01%	543
2024 Q4	$941	Hold	8	–	–	﹤0.01%	665
2024 Q3	$878	Hold	8	–	–	﹤0.01%	654
2024 Q2	$782	Hold	8	–	–	﹤0.01%	622
2024 Q1	$700	Hold	8	–	–	﹤0.01%	614
2023 Q4	$576	Hold	8	–	–	﹤0.01%	613
2023 Q3	$626	Buy	+8	New	+$647	﹤0.01%	602

Other funds holding TTD

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return