T
IPST

Transce3nd’s IP Strategy Holdings IPST Stock Holding History

Transce3nd’s Portfolio IPST Stock Details IPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– -$215 – 1627
2024
Q4 		– Hold
0
– – – 1452

Other funds holding IPST

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPA
Wealth Preservation Advisors Chattanooga, Tennessee $175M AUM 26.61% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $609M AUM 20.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return