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Kiely Wealth Advisory Group’s Eaton ETN Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$5.44K Hold
17
– – ﹤0.01% 244
2024
Q3 		$6.29K Hold
17
– – ﹤0.01% 236
2024
Q2 		$4.87K Buy
+17
New +$5.49K ﹤0.01% 231

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kiely Wealth Advisory Group's ETN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Eaton (ETN) position steady in Q4 2024 at 17 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Kiely Wealth Advisory Group first reported a position in ETN in Q2 2024 and has held it in 3 quarters since. The position peaked at $6.29K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Kiely Wealth Advisory Group held 17 shares of Eaton worth $5.44K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Eaton share count unchanged in Q4 2024.
  • Eaton made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #244 holding.
  • Kiely Wealth Advisory Group first reported a position in Eaton in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's Eaton position peaked at $6.29K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.