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Hershey Financial Advisers’s ARK Next Generation Technology ETF ARKW Stock Holding History

Hershey Financial Advisers’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 		$2.19K Buy
+28
New +$2.16K ﹤0.01% 137

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $79.5B AUM 27.1% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hershey Financial Advisers's ARKW Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in ARK Next Generation Technology ETF (ARKW) in Q2 2024: 28 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings.

220 funds tracked by Wall St. Rank hold ARKW as of Q2 2024.

  • Hershey Financial Advisers held 28 shares of ARK Next Generation Technology ETF worth $2.19K as of Q2 2024.
  • ARK Next Generation Technology ETF was a new Hershey Financial Advisers position in Q2 2024.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #137 holding.
  • 220 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.