GeoWealth Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.1K	Buy	+293	New	+$21.1K	﹤0.01%	1057
2025 Q1	–	Sell	-575	Closed	-$67.6K	–	1751
2024 Q4	$67.6K	Buy	575 +17	+3%	+$2K	﹤0.01%	1063
2024 Q3	$61.2K	Buy	+558	New	+$61.2K	﹤0.01%	1019