A detailed history of Ep Wealth Advisors, LLC transactions in Trade Desk, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,449 shares of TTD stock, worth $909,019. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,449
Previous 10,578 46.05%
Holding current value
$909,019
Previous $1.16 Million 56.6%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$108.7 - $139.51 $529,477 - $679,553
4,871 Added 46.05%
15,449 $1.82 Million
Q3 2024

Nov 14, 2024

SELL
$83.08 - $110.79 $46,026 - $61,377
-554 Reduced 4.98%
10,578 $1.16 Million
Q2 2024

Aug 19, 2024

BUY
$77.3 - $99.25 $67,869 - $87,141
878 Added 8.56%
11,132 $1.09 Million
Q1 2024

May 14, 2024

BUY
$63.76 - $88.93 $221,438 - $308,853
3,473 Added 51.22%
10,254 $896,000
Q4 2023

Feb 28, 2024

BUY
$63.46 - $85.16 $31,856 - $42,750
502 Added 7.99%
6,781 $487,000
Q3 2023

Nov 22, 2023

BUY
$71.19 - $91.26 $337,084 - $432,116
4,735 Added 306.67%
6,279 $490,000
Q2 2023

Aug 14, 2023

SELL
$58.64 - $78.25 $485,656 - $648,066
-8,282 Reduced 84.29%
1,544 $119,000
Q1 2023

Jun 05, 2023

BUY
$42.29 - $66.3 $415,541 - $651,463
9,826 New
9,826 $598,000
Q4 2022

Jun 12, 2023

SELL
$39.89 - $63.66 $160,597 - $256,295
-4,026 Reduced 40.97%
5,800 $260,000
Q2 2021

Aug 24, 2021

SELL
$48.96 - $79.97 $62,766 - $102,521
-1,282 Closed
0 $0
Q4 2020

Feb 18, 2021

SELL
$55.52 - $97.11 $2,498 - $4,369
-45 Reduced 3.39%
1,282 $1.03 Million
Q3 2020

Nov 17, 2020

BUY
$41.86 - $51.88 $55,548 - $68,844
1,327 New
1,327 $688,000

Others Institutions Holding TTD

About Trade Desk, Inc.


  • Ticker TTD
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 444,020,992
  • Market Cap $26.1B
  • Description
  • Trade Desk, Inc. operates as a technology company in the United States and internationally. The company operates a self-service cloud-based platform that allows buyers to create, manage, and optimize data-driven digital advertising campaigns across various ad formats and channels, including display, video, audio, native, and social on various de...
More about TTD
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