Avior Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Avior Wealth Management’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-116	Closed	-$4.03K	–	2338
2024 Q2	$4.03K	Sell	116 -567	-83%	-$19.8K	﹤0.01%	1787
2024 Q1	$24K	Buy	+683	New	+$23.9K	﹤0.01%	1521

Other funds holding DWX

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avior Wealth Management's DWX Position: Q3 2024 in Review

Avior Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2024, closing a stake of 116 shares — an estimated $4.03K sold.

Avior Wealth Management first reported a position in DWX in Q1 2024 and held it in 2 quarters. The position peaked at $24K in Q1 2024. 130 funds tracked by Wall St. Rank hold DWX as of Q3 2024.

Avior Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 116 State Street SPDR S&P International Dividend ETF shares in Q3 2024, an estimated $4.03K.
Avior Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2024 and held it in 2 quarters.
Avior Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $24K in Q1 2024.
130 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.