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Atlantic Edge Private Wealth Management’s Hartford Multifactor Developed Markets ex-US ETF RODM Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio RODM Stock Details RODM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-293
Closed -$8.33K – 515
2024
Q4 		$8.33K Buy
+293
New +$8.68K ﹤0.01% 351

Other funds holding RODM

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFM
Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
MCCA
Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlantic Edge Private Wealth Management's RODM Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Hartford Multifactor Developed Markets ex-US ETF (RODM) in Q1 2025, closing a stake of 293 shares — an estimated $8.33K sold.

Atlantic Edge Private Wealth Management first reported a position in RODM in Q4 2024 and held it in 1 quarter. The position peaked at $8.33K in Q4 2024. 108 funds tracked by Wall St. Rank hold RODM as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Hartford Multifactor Developed Markets ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 293 Hartford Multifactor Developed Markets ex-US ETF shares in Q1 2025, an estimated $8.33K.
  • Atlantic Edge Private Wealth Management first reported a position in Hartford Multifactor Developed Markets ex-US ETF in Q4 2024 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Hartford Multifactor Developed Markets ex-US ETF position peaked at $8.33K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Hartford Multifactor Developed Markets ex-US ETF as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.