EP
CDL icon

Eudaimonia Partners’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Eudaimonia Partners’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,501
Closed -$1.22M – 333
2023
Q2 		$1.22M Sell
21,501
-19,306
-47% -$1.09M 0.27% 91
2023
Q1 		$2.35M Buy
40,807
+28,577
+234% +$1.69M 0.56% 37
2022
Q4 		$720K Buy
12,230
+5,869
+92% +$340K 0.18% 137
2022
Q3 		$337K Buy
+6,361
New +$375K 0.09% 221
2020
Q1 		– Sell
-4,471
Closed -$226K – 681
2019
Q4 		$226K Buy
+4,471
New +$219K 0.09% 219

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.77B AUM 21.49% 1-Year Est. Return