GWS
ARKW icon

Glassman Wealth Services’s ARK Web x.0 ETF ARKW Stock Holding History

Glassman Wealth Services’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,239
Closed -$103K – 195
2024
Q1 		$103K Hold
1,239
– – 0.02% 91
2023
Q4 		$94.1K Hold
1,239
– – 0.01% 310
2023
Q3 		$67.1K Buy
+1,239
New +$73.4K 0.01% 352
2023
Q1 		– Sell
-339
Closed -$13.1K – 1900
2022
Q4 		$13.1K Sell
339
-854
-72% -$37.3K ﹤0.01% 762
2022
Q3 		$54K Hold
1,193
– – 0.01% 368
2022
Q2 		$58K Buy
1,193
+854
+252% +$53K 0.01% 357
2022
Q1 		$30K Buy
+339
New +$30.7K 0.01% 520
2021
Q4 		– Sell
-879
Closed -$122K – 1627
2021
Q3 		$122K Hold
879
– – 0.03% 210
2021
Q2 		$135K Buy
879
+179
+26% +$25.7K 0.03% 190
2021
Q1 		$103K Buy
+700
New +$113K 0.02% 220

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $995M AUM 23.53% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return