LTFS
DWFI

Ladenburg Thalmann Financial Services’s SPDR Dorsey Wright Fixed Income Allocation ETF DWFI Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio DWFI Stock Details DWFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Hold
100
– – ﹤0.01% 5141
2019
Q3 		$2K Buy
+100
New +$2.35K ﹤0.01% 5046

Other funds holding DWFI

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's DWFI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) position steady in Q4 2019 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #5141.

Ladenburg Thalmann Financial Services first reported a position in DWFI in Q3 2019 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold DWFI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 100 shares of SPDR Dorsey Wright Fixed Income Allocation ETF worth $2K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its SPDR Dorsey Wright Fixed Income Allocation ETF share count unchanged in Q4 2019.
  • SPDR Dorsey Wright Fixed Income Allocation ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #5141 holding.
  • Ladenburg Thalmann Financial Services first reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF in Q3 2019 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held SPDR Dorsey Wright Fixed Income Allocation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.