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FAS Wealth Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

FAS Wealth Partners’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$810 – 435
2024
Q3 		$810 Buy
+15
New +$785 ﹤0.01% 432

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BW
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KFI
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAS Wealth Partners's DOL Position: Q4 2024 in Review

FAS Wealth Partners sold out of WisdomTree True Developed International Fund (DOL) in Q4 2024, closing a stake of 15 shares — an estimated $810 sold.

FAS Wealth Partners first reported a position in DOL in Q3 2024 and held it in 1 quarter. The position peaked at $810 in Q3 2024. 96 funds tracked by Wall St. Rank hold DOL as of Q4 2024.

  • FAS Wealth Partners reported no remaining WisdomTree True Developed International Fund position as of Q4 2024 after selling out during the quarter.
  • FAS Wealth Partners sold 15 WisdomTree True Developed International Fund shares in Q4 2024, an estimated $810.
  • FAS Wealth Partners first reported a position in WisdomTree True Developed International Fund in Q3 2024 and held it in 1 quarter.
  • FAS Wealth Partners's WisdomTree True Developed International Fund position peaked at $810 in Q3 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2024.

Based on FAS Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.