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Life Planning Partners’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Life Planning Partners’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-82
Closed -$1.89K – 136
2023
Q4 		$1.89K Buy
+82
New +$1.65K ﹤0.01% 207

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Jane Street
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Ameriprise
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
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Life Planning Partners's IDNA Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q1 2024, closing a stake of 82 shares — an estimated $1.89K sold.

Life Planning Partners first reported a position in IDNA in Q4 2023 and held it in 1 quarter. The position peaked at $1.89K in Q4 2023. 63 funds tracked by Wall St. Rank hold IDNA as of Q1 2024.

  • Life Planning Partners reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 82 iShares Genomics Immunology and Healthcare ETF shares in Q1 2024, an estimated $1.89K.
  • Life Planning Partners first reported a position in iShares Genomics Immunology and Healthcare ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's iShares Genomics Immunology and Healthcare ETF position peaked at $1.89K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.