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LM Advisors’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

LM Advisors’s Portfolio IZRL Stock Details IZRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-470
Closed -$9.17K – 470
2023
Q4 		$9.17K Buy
+470
New +$8.24K ﹤0.01% 536

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Stifel Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LM Advisors's IZRL Position: Q1 2024 in Review

LM Advisors sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2024, closing a stake of 470 shares — an estimated $9.17K sold.

LM Advisors first reported a position in IZRL in Q4 2023 and held it in 1 quarter. The position peaked at $9.17K in Q4 2023. 47 funds tracked by Wall St. Rank hold IZRL as of Q1 2024.

  • LM Advisors reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 470 ARK Israel Innovative Technology ETF shares in Q1 2024, an estimated $9.17K.
  • LM Advisors first reported a position in ARK Israel Innovative Technology ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's ARK Israel Innovative Technology ETF position peaked at $9.17K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.