LWM
ARTY

Lionsbridge Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Lionsbridge Wealth Management’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
2024
Q4 		– Sell
-75,272
Closed -$2.58M – 77
2024
Q3 		$2.58M Buy
+75,272
New +$2.5M 2.04% 15

Other funds holding ARTY

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Lionsbridge Wealth Management's ARTY Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2024, closing a stake of 75,272 shares — an estimated $2.58M sold.

Lionsbridge Wealth Management first reported a position in ARTY in Q3 2024 and held it in 1 quarter. The position peaked at $2.58M in Q3 2024. 182 funds tracked by Wall St. Rank hold ARTY as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 75,272 iShares Future AI & Tech ETF shares in Q4 2024, an estimated $2.58M.
  • Lionsbridge Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's iShares Future AI & Tech ETF position peaked at $2.58M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.