Wealth Effects LLC Ark ETF Tr Innovation ETF (De) Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Wealth Effects LLC holds 5,800 shares of ARKK stock, worth $364,646. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,800
Previous 7,175 19.16%
Holding current value
$364,646
Previous $341,000 3.52%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jan 22, 2025
SELL
$45.39 - $62.98 $62,411 - $86,597
-1,375 Reduced 19.16%
5,800 $329,000
Q3 2024

Oct 21, 2024
SELL
$39.47 - $49.4 $171,694 - $214,890
-4,350 Reduced 37.74%
7,175 $341,000
Q2 2024

Aug 02, 2024
SELL
$42.0 - $49.24 $139,650 - $163,723
-3,325 Reduced 22.39%
11,525 $506,000
Q1 2024

Apr 22, 2024
SELL
$45.2 - $51.64 $35,708 - $40,795
-790 Reduced 5.05%
14,850 $743,000
Q4 2023

Jan 29, 2024
BUY
$34.1 - $54.26 $29,326 - $46,663
860 Added 5.82%
15,640 $819,000
Q3 2023

Oct 16, 2023
BUY
$38.43 - $50.65 $48,613 - $64,072
1,265 Added 9.36%
14,780 $586,000
Q2 2023

Jul 18, 2023
BUY
$34.76 - $44.54 $13,104 - $16,791
377 Added 2.87%
13,515 $596,000
Q1 2023

May 04, 2023
BUY
$30.46 - $44.41 $38,988 - $56,844
1,280 Added 10.79%
13,138 $529,000
Q4 2022

Feb 02, 2023
SELL
$29.64 - $40.79 $19,295 - $26,554
-651 Reduced 5.2%
11,858 $370,000
Q3 2022

Nov 14, 2022
BUY
$37.43 - $52.19 $52,327 - $72,961
1,398 Added 12.58%
12,509 $472,000
Q2 2022

Aug 03, 2022
BUY
$36.58 - $70.5 $204,848 - $394,800
5,600 Added 101.61%
11,111 $443,000
Q1 2022

May 16, 2022
SELL
$52.29 - $96.99 $8,941 - $16,585
-171 Reduced 3.01%
5,511 $365,000
Q4 2021

Feb 09, 2022
BUY
$91.87 - $125.12 $522,005 - $710,931
5,682 New
5,682 $537,000

Others Institutions Holding ARKK

# of Institutions
685
Shares Held
47M
Call Options Held
16.1M
Put Options Held
16.2M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

ARKK Quotes by TradingView
  • Ticker ARKK
  • Sector ETFs
  • Industry ETFs
More about ARKK
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email