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Beaird Harris Wealth Management’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Beaird Harris Wealth Management’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-27
Closed -$1.94K – 791
2024
Q1 		$1.94K Buy
+27
New +$1.89K ﹤0.01% 475

Other funds holding TDV

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Beaird Harris Wealth Management's TDV Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q2 2024, closing a stake of 27 shares — an estimated $1.94K sold.

Beaird Harris Wealth Management first reported a position in TDV in Q1 2024 and held it in 1 quarter. The position peaked at $1.94K in Q1 2024. 79 funds tracked by Wall St. Rank hold TDV as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 27 ProShares S&P Technology Dividend Aristocrats ETF shares in Q2 2024, an estimated $1.94K.
  • Beaird Harris Wealth Management first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q1 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $1.94K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.