The Analysis of TRANSCEND CAPITAL ADVISORS, LLC's Holdings
Currently, TRANSCEND CAPITAL ADVISORS, LLC holds 689 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IGM (+29.6K shares, valued at $3.7M), BRK.B (+7.3K shares, valued at $3.7M), IEI (+28.6K shares, valued at $3.4M); decreased their positions in FSK (-333.4K shares, valued at $5.0M), IGV (-24.2K shares, valued at $2.8M), SPYG (-18.6K shares, valued at $1.9M); initiated new positions in IGM (+29.6K shares, valued at $3.7M), ETHA (+61.5K shares, valued at $1.9M), LULU (+7.8K shares, valued at $1.4M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND31.8K shares0.76%2025-09-302025-11-04
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NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND13.8K sharesnew addition2025-09-302025-11-04
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XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF11.2K shares1.57%2025-09-302025-11-04
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