Arkadios Wealth Advisors’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-762,512	Closed	-$18.9M	–	976
2024 Q2	$18.9M	Buy	762,512 +14,535	+2%	+$355K	1.27%	12
2024 Q1	$18.1M	Buy	747,977 +14,325	+2%	+$338K	1.4%	12
2023 Q4	$17.2M	Buy	733,652 +121,831	+20%	+$2.67M	1.46%	12
2023 Q3	$13.1M	Buy	+611,821	New	+$13.7M	1.24%	13

Arkadios Wealth Advisors's GDVD Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q3 2024, closing a stake of 762,512 shares — an estimated $18.9M sold.

Arkadios Wealth Advisors first reported a position in GDVD in Q3 2023 and held it in 4 quarters. The position peaked at $18.9M in Q2 2024. 0 funds tracked by Wall St. Rank hold GDVD as of Q3 2024.

Arkadios Wealth Advisors reported no remaining Copper Place Global Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 762,512 Copper Place Global Dividend Growth ETF shares in Q3 2024, an estimated $18.9M.
Arkadios Wealth Advisors first reported a position in Copper Place Global Dividend Growth ETF in Q3 2023 and held it in 4 quarters.
Arkadios Wealth Advisors's Copper Place Global Dividend Growth ETF position peaked at $18.9M in Q2 2024.
0 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.