EWA
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Exencial Wealth Advisors’s Trade Desk TTD Stock Holding History

Exencial Wealth 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
2025
Q3 		– Sell
-6,317
Closed -$455K – 535
2025
Q2 		$455K Buy
+6,317
New +$403K 0.02% 376
2024
Q2 		– Sell
-3,100
Closed -$271K – 512
2024
Q1 		$271K Buy
3,100
+281
+10% +$21.3K 0.01% 451
2023
Q4 		$203K Buy
2,819
+204
+8% +$15K 0.01% 471
2023
Q3 		$204K Buy
+2,615
New +$211K 0.01% 412
2022
Q1 		– Sell
-2,644
Closed -$242K – 497
2021
Q4 		$242K Buy
+2,644
New +$232K 0.01% 423
2021
Q3 		– Sell
-5,980
Closed -$463K – 447
2021
Q2 		$463K Hold
5,980
– – 0.03% 324
2021
Q1 		$390K Buy
+5,980
New +$462K 0.02% 311

Other funds holding TTD

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return