PRW Wealth Management LLC

SEC CIK: 0001760472
Latest filing: Nov 1, 2023

SEC filings (opens in a new tab)

TTD holding history

Trade Desk, Inc. in every 13F filed by PRW 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 overview All 13F holders of TTD Full Q3 2023 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of TTD by PRW Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−3,456−100.0%	Sold out	Holders
Q1 2022	3,456	$239.0K	0.1%	−689−16.6%	Reduced	Holders
Q4 2021	4,145	$380.0K	0.2%	−5,628−57.6%	Reduced	Holders
Q3 2021	9,773	$687.0K	0.3%	+9,773	New	Holders