Atticus Wealth Management’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Atticus Wealth Management’s Portfolio BDJ Stock Details BDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	0	–	–	–	509
2024 Q4	–	Hold	0	–	–	–	527
2024 Q2	–	Hold	0	–	–	–	532
2024 Q1	–	Hold	0	–	–	–	546
2023 Q4	–	Hold	0	–	–	–	560
2023 Q2	–	Hold	0	–	–	–	584
2023 Q1	–	Hold	0	–	–	–	543

Other funds holding BDJ

Raymond James Financial

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return