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Tolleson Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Tolleson Wealth Management’s Portfolio ARKQ Stock Details ARKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,460
Closed -$410K – 62
2019
Q4 		$410K Hold
11,460
– – 0.2% 40
2019
Q3 		$380K Hold
11,460
– – 0.21% 41
2019
Q2 		$336K Buy
+11,460
New +$378K 0.23% 33

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LPL Financial
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PAG
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HT
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
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Carson Wealth (CWM LLC)
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