Leo Wealth LLC’s ARK Innovation ETF ARKK Stock Holding History

Leo Wealth LLC’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,957	Closed	-$207K	–	335
2023 Q4	$207K	Buy	+3,957	New	+$171K	0.02%	308

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leo Wealth LLC's ARKK Position: Q1 2024 in Review

Leo Wealth LLC sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 3,957 shares — an estimated $207K sold.

Leo Wealth LLC first reported a position in ARKK in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 637 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

Leo Wealth LLC reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
Leo Wealth LLC sold 3,957 ARK Innovation ETF shares in Q1 2024, an estimated $207K.
Leo Wealth LLC first reported a position in ARK Innovation ETF in Q4 2023 and held it in 1 quarter.
Leo Wealth LLC's ARK Innovation ETF position peaked at $207K in Q4 2023.
637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on Leo Wealth LLC's 13F filing for Q1 2024, filed 9 May 2024.