Financial Connections Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Financial Connections Group’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 Q3	–	Sell	-50	Closed	-$1K	–	240
2024 Q2	$1K	Buy	+50	New	+$1.74K	﹤0.01%	308

Other funds holding DWX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Connections Group's DWX Position: Q3 2024 in Review

Financial Connections Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2024, closing a stake of 50 shares — an estimated $1K sold.

Financial Connections Group first reported a position in DWX in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 130 funds tracked by Wall St. Rank hold DWX as of Q3 2024.

Financial Connections Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2024 after selling out during the quarter.
Financial Connections Group sold 50 State Street SPDR S&P International Dividend ETF shares in Q3 2024, an estimated $1K.
Financial Connections Group first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2024 and held it in 1 quarter.
Financial Connections Group's State Street SPDR S&P International Dividend ETF position peaked at $1K in Q2 2024.
130 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.