ShoreHaven Wealth Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

ShoreHaven Wealth Partners’s Portfolio HTEC Stock Details HTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-648	Closed	-$28K	–	141
2021 Q1	$28K	Buy	+648	New	+$30.1K	0.02%	148

Other funds holding HTEC

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cardinal Point Wealth Management Irvine, California $213M AUM 15.18% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return