LTFS
ARTY

Ladenburg Thalmann Financial Services’s iShares Future AI & Tech ETF ARTY Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$33K Hold
1,228
– – ﹤0.01% 3823
2019
Q3 		$30K Buy
1,228
+646
+111% +$15.9K ﹤0.01% 3780
2019
Q2 		$14K Hold
582
– – ﹤0.01% 4280
2019
Q1 		$14K Buy
+582
New +$13.6K ﹤0.01% 4220

Other funds holding ARTY

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ARTY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its iShares Future AI & Tech ETF (ARTY) position steady in Q4 2019 at 1,228 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3823.

Ladenburg Thalmann Financial Services first reported a position in ARTY in Q1 2019 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold ARTY as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,228 shares of iShares Future AI & Tech ETF worth $33K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its iShares Future AI & Tech ETF share count unchanged in Q4 2019.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3823 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Future AI & Tech ETF in Q1 2019 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.