Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
TTD holding history
Trade Desk, Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TTD overviewAll 13F holders of TTDFull Q4 2024 holdings
- Shares (Q4 2024)
- 5,875
- Value
- $690.5K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 5,875 | $690.5K | 0.1% | −1,579−21.2% | Reduced | Holders |
| Q3 2024 | 7,454 | $817.3K | 0.1% | +2,237+42.9% | Added | Holders |
| Q2 2024 | 5,217 | $509.5K | 0.1% | +652+14.3% | Added | Holders |
| Q1 2024 | 4,565 | $398.6K | <0.1% | +4,565 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −3,271−100.0% | Sold out | Holders |
| Q4 2021 | 3,271 | $299.0K | <0.1% | −402−10.9% | Reduced | Holders |
| Q3 2021 | 3,673 | $258.0K | <0.1% | +3,673 | New | Holders |