HB
ARTY

Homrich & Berg’s iShares Future AI & Tech ETF ARTY Stock Holding History

Homrich & Berg’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$212K Buy
+5,015
New +$220K ﹤0.01% 438

Other funds holding ARTY

PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Homrich & Berg's ARTY Position: Q3 2021 in Review

Homrich & Berg opened a new position in iShares Future AI & Tech ETF (ARTY) in Q3 2021: 5,015 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings.

91 funds tracked by Wall St. Rank hold ARTY as of Q3 2021.

  • Homrich & Berg held 5,015 shares of iShares Future AI & Tech ETF worth $212K as of Q3 2021.
  • iShares Future AI & Tech ETF was a new Homrich & Berg position in Q3 2021.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #438 holding.
  • 91 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.