Arkadios Wealth Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Arkadios Wealth Advisors’s Portfolio EDD Stock Details EDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,407	Closed	-$8K	–	894
2021 Q3	$8K	Sell	1,407 -4,622	-77%	-$28.3K	﹤0.01%	1488
2021 Q2	$36K	Buy	+6,029	New	+$37K	﹤0.01%	1045

Other funds holding EDD

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return