Hershey Financial Advisers’s ARK Web x.0 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 Web x.0 ETF (ARKW) in Q2 2024: 28 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #137 among its holdings.

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

Hershey Financial Advisers held 28 shares of ARK Web x.0 ETF worth $2.19K as of Q2 2024.
ARK Web x.0 ETF was a new Hershey Financial Advisers position in Q2 2024.
ARK Web x.0 ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #137 holding.
219 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2024.

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