MSA
TRPA

McAlister Sweet & Associates’s Hartford AAA CLO ETF TRPA Stock Holding History

McAlister Sweet & Associates’s Portfolio TRPA Stock Details TRPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-33,088
Closed -$1.29M – 34
2024
Q2 		$1.29M Buy
+33,088
New +$1.29M 0.93% 18
2023
Q4 		– Sell
-114,027
Closed -$4.34M – 36
2023
Q3 		$4.34M Buy
+114,027
New +$4.35M 3.69% 7

Other funds holding TRPA

FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWM
ForthRight Wealth Management Alpharetta, Georgia $353M AUM 12.98% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return