TCA
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Transcend Capital Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Transcend Capital Advisors’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,451
Closed -$209K – 605
2024
Q3 		$209K Buy
+4,451
New +$199K 0.01% 570
2024
Q2 		– Sell
-4,671
Closed -$203K – 604
2024
Q1 		$203K Buy
+4,671
New +$188K 0.02% 500
2022
Q3 		– Sell
-10,145
Closed -$345K – 501
2022
Q2 		$345K Buy
+10,145
New +$375K 0.04% 353

Other funds holding IFRA

Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return