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Evergreen Private Wealth’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Evergreen Private Wealth’s Portfolio DIVI Stock Details DIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-250
Closed -$7.68K – 214
2023
Q4 		$7.68K Buy
+250
New +$7.16K ﹤0.01% 178

Other funds holding DIVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Evergreen Private Wealth's DIVI Position: Q1 2024 in Review

Evergreen Private Wealth sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2024, closing a stake of 250 shares — an estimated $7.68K sold.

Evergreen Private Wealth first reported a position in DIVI in Q4 2023 and held it in 1 quarter. The position peaked at $7.68K in Q4 2023. 96 funds tracked by Wall St. Rank hold DIVI as of Q1 2024.

  • Evergreen Private Wealth reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 250 Franklin International Core Dividend Tilt Index ETF shares in Q1 2024, an estimated $7.68K.
  • Evergreen Private Wealth first reported a position in Franklin International Core Dividend Tilt Index ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's Franklin International Core Dividend Tilt Index ETF position peaked at $7.68K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.