Phillips Wealth Planners LLC Ark ETF Tr Innovation ETF (De) Transaction History

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

A detailed history of Phillips Wealth Planners LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 6,183 shares of ARKK stock, worth $418,774. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,183
Previous 6,253 1.12%
Holding current value
$418,774
Previous $359 Million 21.04%
% of portfolio
0.3%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$47.25 - $67.02 $3,307 - $4,691
-70 Reduced 1.12%
6,183 $284 Million
Q3 2024

Oct 28, 2024
SELL
$39.47 - $49.4 $12,511 - $15,659
-317 Reduced 4.82%
6,253 $298 Million
Q4 2023

Feb 12, 2024
SELL
$34.1 - $54.26 $2,421 - $3,852
-71 Reduced 1.07%
6,570 $300 Million
Q2 2023

Jul 26, 2023
BUY
$34.76 - $44.54 $4,831 - $6,191
139 Added 2.14%
6,641 $293 Million
Q1 2023

May 15, 2023
BUY
$30.46 - $44.41 $198,050 - $288,753
6,502 New
6,502 $232 Million

Others Institutions Holding ARKK

# of Institutions
706
Shares Held
50.8M
Call Options Held
26.9M
Put Options Held
16.8M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

ARKK Quotes by TradingView
  • Ticker ARKK
  • Sector ETFs
  • Industry ETFs
More about ARKK
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