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Financial Network Wealth Advisors’s Renaissance IPO ETF IPO Stock Holding History

Financial Network Wealth Advisors’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,093
Closed -$43.1K – 902
2024
Q2 		$43.1K Buy
+1,093
New +$42.9K 0.03% 322

Other funds holding IPO

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Network Wealth Advisors's IPO Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Renaissance IPO ETF (IPO) in Q3 2024, closing a stake of 1,093 shares — an estimated $43.1K sold.

Financial Network Wealth Advisors first reported a position in IPO in Q2 2024 and held it in 1 quarter. The position peaked at $43.1K in Q2 2024. 58 funds tracked by Wall St. Rank hold IPO as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Renaissance IPO ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 1,093 Renaissance IPO ETF shares in Q3 2024, an estimated $43.1K.
  • Financial Network Wealth Advisors first reported a position in Renaissance IPO ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Renaissance IPO ETF position peaked at $43.1K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.