Plante Moran Financial Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

Plante Moran Financial Advisors’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-96	Closed	-$10.4K	–	798
2024 Q4	$10.4K	Hold	96	–	–	﹤0.01%	571
2024 Q3	$8.17K	Hold	96	–	–	﹤0.01%	622
2024 Q2	$7.49K	Hold	96	–	–	﹤0.01%	609
2024 Q1	$8K	Hold	96	–	–	﹤0.01%	633
2023 Q4	$7.29K	Hold	96	–	–	﹤0.01%	598
2023 Q3	$5.2K	Hold	96	–	–	﹤0.01%	600
2023 Q2	$5.63K	Hold	96	–	–	﹤0.01%	627
2023 Q1	$5.15K	Sell	96 -50	-34%	-$2.44K	﹤0.01%	643
2022 Q4	$5.63K	Buy	146 +50	+52%	+$2.19K	﹤0.01%	661
2022 Q3	$4K	Buy	+96	New	+$5.2K	﹤0.01%	716
2022 Q2	–	Hold	0	–	–	–	973
2022 Q1	–	Hold	0	–	–	–	808
2021 Q3	–	Sell	-101	Closed	-$16K	–	919
2021 Q2	$16K	Buy	+101	New	+$14.5K	﹤0.01%	597

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return