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Dogwood Wealth Management’s Amplify Blockchain Technology ETF BLOK Stock Holding History

Dogwood Wealth Management’s Portfolio BLOK Stock Details BLOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-149
Closed -$5.29K – 582
2024
Q2 		$5.29K Buy
+149
New +$5K ﹤0.01% 196

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LPL Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Dogwood Wealth Management's BLOK Position: Q3 2024 in Review

Dogwood Wealth Management sold out of Amplify Blockchain Technology ETF (BLOK) in Q3 2024, closing a stake of 149 shares — an estimated $5.29K sold.

Dogwood Wealth Management first reported a position in BLOK in Q2 2024 and held it in 1 quarter. The position peaked at $5.29K in Q2 2024. 184 funds tracked by Wall St. Rank hold BLOK as of Q3 2024.

  • Dogwood Wealth Management reported no remaining Amplify Blockchain Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 149 Amplify Blockchain Technology ETF shares in Q3 2024, an estimated $5.29K.
  • Dogwood Wealth Management first reported a position in Amplify Blockchain Technology ETF in Q2 2024 and held it in 1 quarter.
  • Dogwood Wealth Management's Amplify Blockchain Technology ETF position peaked at $5.29K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Amplify Blockchain Technology ETF as of Q3 2024.

Based on Dogwood Wealth Management's 13F filing for Q3 2024, filed 28 Feb 2025.