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Trade Desk shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Trade Desk

Tip: Access up to 7 years of quarterly data

All positions including Trade Desk held by Private 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $26k 225 117.53
2024-09-30 $25k 225 109.65
2024-03-31 $20k 225 87.42
2023-12-31 $5.0k 70 71.97

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

Top funds holding Trade Desk

Vanguard Group
Baillie Gifford & Co
BlackRock
Jpmorgan Chase & Co
T. Rowe Price Investment Management
Jennison Associates
Edgewood Management
State Street Corporation
Geode Capital Management
Invesco
Millennium Management
Susquehanna International
D. E. Shaw & Co
T. Rowe Price Associates
Bank of America Corporation

View all funds holding Trade Desk