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Raymond James Financial Services Advisors’s ALPS Disruptive Technologies ETF DTEC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio DTEC Stock Details DTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.61M Sell
36,229
-448
-1% -$18.9K ﹤0.01% 1867
2024
Q2 		$1.51M Buy
+36,677
New +$1.51M ﹤0.01% 1832

Other funds holding DTEC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Raymond James Financial Services Advisors's DTEC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its ALPS Disruptive Technologies ETF (DTEC) stake by 1.2% in Q3 2024, selling an estimated $18.9K and leaving 36,229 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Raymond James Financial Services Advisors first reported a position in DTEC in Q2 2024 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold DTEC as of Q3 2024.

  • Raymond James Financial Services Advisors held 36,229 shares of ALPS Disruptive Technologies ETF worth $1.61M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 448 ALPS Disruptive Technologies ETF shares in Q3 2024, an estimated $18.9K.
  • ALPS Disruptive Technologies ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1867 holding.
  • Raymond James Financial Services Advisors first reported a position in ALPS Disruptive Technologies ETF in Q2 2024 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held ALPS Disruptive Technologies ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.