Freedom Wealth Alliance’s Eaton ETN Stock Holding History

Freedom Wealth Alliance’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-195	Closed	-$30.6K	–	187
2022 Q4	$30.6K	Buy	+195	New	+$29.9K	0.04%	153

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedom Wealth Alliance's ETN Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Eaton (ETN) in Q1 2023, closing a stake of 195 shares — an estimated $30.6K sold.

Freedom Wealth Alliance first reported a position in ETN in Q4 2022 and held it in 1 quarter. The position peaked at $30.6K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold ETN as of Q1 2023.

Freedom Wealth Alliance reported no remaining Eaton position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 195 Eaton shares in Q1 2023, an estimated $30.6K.
Freedom Wealth Alliance first reported a position in Eaton in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Eaton position peaked at $30.6K in Q4 2022.
1,525 funds tracked by Wall St. Rank held Eaton as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.