AWM
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Avior Wealth Management’s Altrius Global Dividend ETF DIVD Stock Holding History

Avior Wealth Management’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,310
Closed -$97.6K – 1613
2023
Q2 		$97.6K Hold
3,310
– – 0.01% 633
2023
Q1 		$97.6K Buy
+3,310
New +$97.9K 0.01% 644

Other funds holding DIVD

ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avior Wealth Management's DIVD Position: Q3 2023 in Review

Avior Wealth Management sold out of Altrius Global Dividend ETF (DIVD) in Q3 2023, closing a stake of 3,310 shares — an estimated $97.6K sold.

Avior Wealth Management first reported a position in DIVD in Q1 2023 and held it in 2 quarters. The position peaked at $97.6K in Q1 2023. 4 funds tracked by Wall St. Rank hold DIVD as of Q3 2023.

  • Avior Wealth Management reported no remaining Altrius Global Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 3,310 Altrius Global Dividend ETF shares in Q3 2023, an estimated $97.6K.
  • Avior Wealth Management first reported a position in Altrius Global Dividend ETF in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Altrius Global Dividend ETF position peaked at $97.6K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.