AWA
ERC

Aquire Wealth Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Aquire Wealth Advisors’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-27,323
Closed -$255K – 45
2024
Q1 		$255K Buy
+27,323
New +$257K 0.09% 41

Other funds holding ERC

SFS
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Invesco
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return