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TrueWealth LLC’s ARK Innovation ETF ARKK Stock Holding History

TrueWealth LLC’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$1K Buy
+17
New +$994 ﹤0.01% 667

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TrueWealth LLC's ARKK Position: Q2 2020 in Review

TrueWealth LLC opened a new position in ARK Innovation ETF (ARKK) in Q2 2020: 17 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings.

313 funds tracked by Wall St. Rank hold ARKK as of Q2 2020.

  • TrueWealth LLC held 17 shares of ARK Innovation ETF worth $1K as of Q2 2020.
  • ARK Innovation ETF was a new TrueWealth LLC position in Q2 2020.
  • ARK Innovation ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #667 holding.
  • 313 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.