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Mark Sheptoff Financial Planning’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-300
Closed -$11.2K – 438
2024
Q2 		$11.2K Hold
300
– – 0.01% 302
2024
Q1 		$10.7K Buy
+300
New +$10.1K 0.01% 290

Other funds holding CHAT

VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's CHAT Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q3 2024, closing a stake of 300 shares — an estimated $11.2K sold.

Mark Sheptoff Financial Planning first reported a position in CHAT in Q1 2024 and held it in 2 quarters. The position peaked at $11.2K in Q2 2024. 44 funds tracked by Wall St. Rank hold CHAT as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Roundhill Generative AI & Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Roundhill Generative AI & Technology ETF shares in Q3 2024, an estimated $11.2K.
  • Mark Sheptoff Financial Planning first reported a position in Roundhill Generative AI & Technology ETF in Q1 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Roundhill Generative AI & Technology ETF position peaked at $11.2K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.