RIA
ARTY

Realta Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Realta Investment Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,468
Closed -$48.7K – 796
2024
Q2 		$48.7K Buy
1,468
+1,000
+214% +$33.4K 0.01% 536
2024
Q1 		$16.1K Buy
+468
New +$15.7K ﹤0.01% 661

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's ARTY Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2024, closing a stake of 1,468 shares — an estimated $48.7K sold.

Realta Investment Advisors first reported a position in ARTY in Q1 2024 and held it in 2 quarters. The position peaked at $48.7K in Q2 2024. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Future AI & Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,468 iShares Future AI & Tech ETF shares in Q3 2024, an estimated $48.7K.
  • Realta Investment Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's iShares Future AI & Tech ETF position peaked at $48.7K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.