Plan A Wealth’s Trade Desk TTD Stock Holding History

Plan A Wealth’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$168K	Buy	+13,773	New	+$216K	0.06%	190

Other funds holding TTD

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Plan A Wealth's TTD Position: Q3 2026 in Review

Plan A Wealth opened a new position in Trade Desk (TTD) in Q3 2026: 13,773 shares worth $168K. The stake represents 0.06% of the portfolio and ranks #190 among its holdings.

18 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

Plan A Wealth held 13,773 shares of Trade Desk worth $168K as of Q3 2026.
Trade Desk was a new Plan A Wealth position in Q3 2026.
Trade Desk made up 0.06% of Plan A Wealth's portfolio in Q3 2026, its #190 holding.
18 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.