LTFS
IFRA icon

Ladenburg Thalmann Financial Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$41K Sell
1,442
-50
-3% -$1.4K ﹤0.01% 3660
2019
Q3 		$41K Sell
1,492
-853
-36% -$23K ﹤0.01% 3573
2019
Q2 		$64K Buy
2,345
+890
+61% +$23.6K ﹤0.01% 3287
2019
Q1 		$38K Buy
+1,455
New +$37.2K ﹤0.01% 3590

Other funds holding IFRA

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 $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its iShares US Infrastructure ETF (IFRA) stake by 3.4% in Q4 2019, selling an estimated $1.4K and leaving 1,442 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

Ladenburg Thalmann Financial Services first reported a position in IFRA in Q1 2019 and has held it in 4 quarters since. The position peaked at $64K in Q2 2019. 13 funds tracked by Wall St. Rank hold IFRA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,442 shares of iShares US Infrastructure ETF worth $41K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 50 iShares US Infrastructure ETF shares in Q4 2019, an estimated $1.4K.
  • iShares US Infrastructure ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3660 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares US Infrastructure ETF in Q1 2019 and has held it in 4 quarters since.
  • Ladenburg Thalmann Financial Services's iShares US Infrastructure ETF position peaked at $64K in Q2 2019.
  • 13 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2019.

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