Mount Yale Investment Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 65,547 shares of ARKK stock, worth $2.96 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

65,547

Previous 68,818 4.75%

Holding current value

$2.96 Million

Previous $3.91 Million 20.17%

% of portfolio

0.28%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$47.25 - $67.02 $154,554 - $219,222	-3,271 Reduced 4.75%	65,547 $3.12 Million
Q4 2024 Jan 22, 2025	SELL	$45.39 - $62.98 $315,732 - $438,088	-6,956 Reduced 9.18%	68,818 $3.91 Million
Q3 2024 Oct 23, 2024	BUY	$39.47 - $49.4 $256,002 - $320,408	6,486 Added 9.36%	75,774 $3.6 Million
Q2 2024 Aug 13, 2024	BUY	$42.0 - $49.24 $93,450 - $109,559	2,225 Added 3.32%	69,288 $3.05 Million
Q1 2024 May 15, 2024	SELL	$45.2 - $51.64 $68,071 - $77,769	-1,506 Reduced 2.2%	67,063 $3.36 Million
Q4 2023 Feb 12, 2024	SELL	$34.1 - $54.26 $158,530 - $252,254	-4,649 Reduced 6.35%	68,569 $3.59 Million
Q3 2023 Oct 11, 2023	SELL	$38.43 - $50.65 $10,414 - $13,726	-271 Reduced 0.37%	73,218 $2.9 Million
Q2 2023 Aug 14, 2023	BUY	$34.76 - $44.54 $207,134 - $265,413	5,959 Added 8.82%	73,489 $3.24 Million
Q1 2023 May 11, 2023	BUY	$30.46 - $44.41 $137,861 - $200,999	4,526 Added 7.18%	67,530 $2.72 Million
Q4 2022 Feb 13, 2023	BUY	$29.64 - $40.79 $1.87 Million - $2.57 Million	63,004 New	63,004 $1.97 Million

Others Institutions Holding ARKK

# of Institutions

747

Shares Held

50.1M

Call Options Held

25.8M

Put Options Held

27.4M

View Full List

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

More about ARKK

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Mount Yale Investment Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History