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Trade Desk shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Trade Desk (TTD) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Trade Desk

Tip: Access up to 7 years of quarterly data

All positions including Trade Desk held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trade Desk by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $737k 7.5k 97.67
2024-03-31 $460k 5.3k 87.42
2023-06-30 $527k 6.2k 85.30

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Inf Tech Etf (VGT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for National Wealth Management Group

Top funds holding Trade Desk

Vanguard Group
Baillie Gifford & Co
BlackRock
Morgan Stanley
Jennison Associates
Jpmorgan Chase & Co
T. Rowe Price Investment Management
State Street Corporation
Geode Capital Management
Invesco
Millennium Management
D. E. Shaw & Co
Susquehanna International
T. Rowe Price Associates
Goodman & Company, Investment Counsel

View all funds holding Trade Desk