Western Wealth Management’s Trade Desk TTD Stock Holding History

Western Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,517	Closed	-$253K	–	787
2025 Q2	$253K	Buy	+3,517	New	+$225K	0.02%	612
2025 Q1	–	Sell	-3,418	Closed	-$402K	–	707
2024 Q4	$402K	Buy	3,418 +324	+10%	+$40.1K	0.03%	435
2024 Q3	$339K	Buy	3,094 +934	+43%	+$93.2K	0.02%	561
2024 Q2	$211K	Buy	+2,160	New	+$195K	0.02%	621
2022 Q4	–	Sell	-4,826	Closed	-$286K	–	782
2022 Q3	$286K	Buy	+4,826	New	+$275K	0.02%	643
2022 Q2	–	Sell	-4,892	Closed	-$338K	–	854
2022 Q1	$338K	Buy	4,892 +1,879	+62%	+$136K	0.02%	636
2021 Q4	$278K	Buy	+3,013	New	+$264K	0.03%	495
2021 Q2	$229K	Sell	2,920 -160	-5%	-$10.2K	0.02%	565
2021 Q1	$201K	Buy	3,080 +90	+3%	+$6.96K	0.03%	502
2020 Q4	$239K	Buy	+2,990	New	+$226K	0.04%	405

Other funds holding TTD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return