FFA
CCRV

Farther Finance Advisors’s iShares Commodity Curve Carry Strategy ETF CCRV Stock Holding History

Farther Finance Advisors’s Portfolio CCRV Stock Details CCRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-769
Closed -$15.2K – 3614
2023
Q4 		$15.2K Buy
+769
New +$16.5K ﹤0.01% 1427

Other funds holding CCRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
BWM
BKM Wealth Management Brookfield, Wisconsin $282M AUM 23.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farther Finance Advisors's CCRV Position: Q1 2024 in Review

Farther Finance Advisors sold out of iShares Commodity Curve Carry Strategy ETF (CCRV) in Q1 2024, closing a stake of 769 shares — an estimated $15.2K sold.

Farther Finance Advisors first reported a position in CCRV in Q4 2023 and held it in 1 quarter. The position peaked at $15.2K in Q4 2023. 10 funds tracked by Wall St. Rank hold CCRV as of Q1 2024.

  • Farther Finance Advisors reported no remaining iShares Commodity Curve Carry Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 769 iShares Commodity Curve Carry Strategy ETF shares in Q1 2024, an estimated $15.2K.
  • Farther Finance Advisors first reported a position in iShares Commodity Curve Carry Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Farther Finance Advisors's iShares Commodity Curve Carry Strategy ETF position peaked at $15.2K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held iShares Commodity Curve Carry Strategy ETF as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.