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Level Financial Advisors’s Trade Desk TTD Stock Holding History

Level Financial Advisors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-450
Closed -$32.4K – 245
2023
Q4 		$32.4K Buy
450
+150
+50% +$11K 0.02% 137
2023
Q3 		$23.4K Hold
300
– – 0.01% 144
2023
Q2 		$23.2K Hold
300
– – 0.01% 141
2023
Q1 		$18.3K Buy
+300
New +$16K 0.01% 141
2022
Q4 		– Sell
-1,350
Closed -$81K – 297
2022
Q3 		$81K Sell
1,350
-400
-23% -$22.8K 0.06% 78
2022
Q2 		$73K Hold
1,750
– – 0.05% 83
2022
Q1 		$121K Sell
1,750
-700
-29% -$50.6K 0.09% 58
2021
Q4 		$225K Buy
+2,450
New +$215K 0.17% 41

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return