Laird Norton Wetherby Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio AOD Stock Details AOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$192K	Hold	20,278	–	–	0.01%	891
2025 Q2	$180K	Buy	+20,278	New	+$169K	0.01%	894
2024 Q4	$171K	Hold	20,278	–	–	0.01%	859
2024 Q3	$185K	Hold	20,278	–	–	0.01%	883
2024 Q2	$171K	Hold	20,278	–	–	0.01%	871
2024 Q1	$168K	Buy	+20,278	New	+$164K	0.01%	907
2022 Q4	–	Sell	-18,506	Closed	-$132K	–	906
2022 Q3	$132K	Buy	18,506 +1,066	+6%	+$8.62K	0.01%	833
2022 Q2	$140K	Buy	+17,440	New	+$152K	0.01%	846

Other funds holding AOD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AOD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its abrdn Total Dynamic Dividend Fund (AOD) position steady in Q3 2025 at 20,278 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #891.

Laird Norton Wetherby Wealth Management first reported a position in AOD in Q2 2022 and has held it in 8 quarters since. 136 funds tracked by Wall St. Rank hold AOD as of Q3 2025.

Laird Norton Wetherby Wealth Management held 20,278 shares of abrdn Total Dynamic Dividend Fund worth $192K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its abrdn Total Dynamic Dividend Fund share count unchanged in Q3 2025.
abrdn Total Dynamic Dividend Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #891 holding.
Laird Norton Wetherby Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2022 and has held it in 8 quarters since.
136 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.