Mascoma Wealth Management LLC - ARK ETF TR ownership

ARK ETF TR's ticker is ARKQ and the CUSIP is 00214Q203. A total of 1 filers reported holding ARK ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ARK ETF TR
ValueSharesWeighting
Q3 2023$5,876
-6.4%
1120.0%0.00%0.0%
Q2 2023$6,276
+21.7%
1120.0%0.00%0.0%
Q1 2023$5,159
+12.3%
1120.0%0.00%
+100.0%
Q4 2022$4,593
-8.1%
1120.0%0.00%
-50.0%
Q3 2022$5,000
-16.7%
1120.0%0.00%0.0%
Q2 2022$6,000
-25.0%
1120.0%0.00%
-33.3%
Q1 2022$8,000
-11.1%
1120.0%0.00%0.0%
Q4 2021$9,0000.0%1120.0%0.00%0.0%
Q3 2021$9,0000.0%1120.0%0.00%
-25.0%
Q1 2021$9,0001120.00%
Other shareholders
ARK ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Miller Investment Management, LP 739,437$62,068,00011.47%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 325,716$27,341,0008.46%
Portfolio Strategies, Inc. 223,142$18,731,0003.92%
Hartford Financial Management Inc. 139,675$11,724,0002.91%
New England Investment & Retirement Group, Inc. 127,762$10,724,0002.59%
PEAK FINANCIAL ADVISORS LLC 27,955$2,347,0001.98%
Ahrens Investment Partners LLC 31,858$2,674,0001.35%
SOA Wealth Advisors, LLC. 48,645$4,083,0001.14%
Stevard, LLC 16,535$1,388,0001.14%
South Shore Capital Advisors 12,407$1,042,0001.04%
View complete list of ARK ETF TR shareholders