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Householder Group Estate & Retirement Specialist’s Harbor Dividend Growth Leaders ETF GDIV Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio GDIV Stock Details GDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,560
Closed -$70K – 785
2024
Q3 		$70K Hold
4,560
– – 0.02% 428
2024
Q2 		$65K Buy
4,560
+560
+14% +$7.94K 0.02% 437
2024
Q1 		$58.2K Buy
4,000
+700
+21% +$9.7K 0.02% 448
2023
Q4 		$44K Buy
+3,300
New +$41.8K 0.01% 480

Other funds holding GDIV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GDIV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Harbor Dividend Growth Leaders ETF (GDIV) in Q4 2024, closing a stake of 4,560 shares — an estimated $70K sold.

Householder Group Estate & Retirement Specialist first reported a position in GDIV in Q4 2023 and held it in 4 quarters. The position peaked at $70K in Q3 2024. 27 funds tracked by Wall St. Rank hold GDIV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Harbor Dividend Growth Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,560 Harbor Dividend Growth Leaders ETF shares in Q4 2024, an estimated $70K.
  • Householder Group Estate & Retirement Specialist first reported a position in Harbor Dividend Growth Leaders ETF in Q4 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Harbor Dividend Growth Leaders ETF position peaked at $70K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Harbor Dividend Growth Leaders ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.