AWM
AOD

Axxcess Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Axxcess Wealth Management’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,500
Closed -$132K – 853
2024
Q3 		$132K Buy
+14,500
New +$126K ﹤0.01% 862

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axxcess Wealth Management's AOD Position: Q4 2024 in Review

Axxcess Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q4 2024, closing a stake of 14,500 shares — an estimated $132K sold.

Axxcess Wealth Management first reported a position in AOD in Q3 2024 and held it in 1 quarter. The position peaked at $132K in Q3 2024. 140 funds tracked by Wall St. Rank hold AOD as of Q4 2024.

  • Axxcess Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,500 abrdn Total Dynamic Dividend Fund shares in Q4 2024, an estimated $132K.
  • Axxcess Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $132K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.