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

CarsonAllaria 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 Q2	–	Sell	-35	Closed	-$1.23K	–	389
2024 Q1	$1.23K	Buy	+35	New	+$1.23K	﹤0.01%	360

Other funds holding DWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CarsonAllaria Wealth Management's DWX Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2024, closing a stake of 35 shares — an estimated $1.23K sold.

CarsonAllaria Wealth Management first reported a position in DWX in Q1 2024 and held it in 1 quarter. The position peaked at $1.23K in Q1 2024. 127 funds tracked by Wall St. Rank hold DWX as of Q2 2024.

CarsonAllaria Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 35 State Street SPDR S&P International Dividend ETF shares in Q2 2024, an estimated $1.23K.
CarsonAllaria Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2024 and held it in 1 quarter.
CarsonAllaria Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $1.23K in Q1 2024.
127 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.