Landmark Financial Advisors’s Eaton ETN Stock Holding History

Landmark Financial Advisors’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 Q4	$433K	Hold	1,800	–	–	0.16%	62
2023 Q3	$384K	Hold	1,800	–	–	0.16%	64
2023 Q2	$362K	Hold	1,800	–	–	0.15%	66
2023 Q1	$308K	Hold	1,800	–	–	0.14%	68
2022 Q4	$283K	Hold	1,800	–	–	0.13%	72
2022 Q3	$240K	Hold	1,800	–	–	0.13%	71
2022 Q2	$227K	Hold	1,800	–	–	0.11%	75
2022 Q1	$265K	Hold	1,800	–	–	0.13%	73
2021 Q4	$311K	Hold	1,800	–	–	0.14%	70
2021 Q3	$249K	Hold	1,800	–	–	0.13%	63
2021 Q2	$267K	Hold	1,800	–	–	0.13%	65
2021 Q1	$249K	Hold	1,800	–	–	0.13%	63
2020 Q4	$229K	Buy	+1,800	New	+$203K	0.13%	65
2020 Q1	–	Sell	-2,405	Closed	-$235K	–	67
2019 Q4	$235K	Buy	+2,405	New	+$214K	0.14%	60

Other funds holding ETN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Landmark Financial Advisors's ETN Position: Q4 2023 in Review

Landmark Financial Advisors held its Eaton (ETN) position steady in Q4 2023 at 1,800 shares worth $433K. The position accounts for 0.16% of the portfolio, ranked #62.

Landmark Financial Advisors first reported a position in ETN in Q4 2019 and has held it in 14 quarters since. 1,818 funds tracked by Wall St. Rank hold ETN as of Q4 2023.

Landmark Financial Advisors held 1,800 shares of Eaton worth $433K as of Q4 2023.
Landmark Financial Advisors left its Eaton share count unchanged in Q4 2023.
Eaton made up 0.16% of Landmark Financial Advisors's portfolio in Q4 2023, its #62 holding.
Landmark Financial Advisors first reported a position in Eaton in Q4 2019 and has held it in 14 quarters since.
1,818 funds tracked by Wall St. Rank held Eaton as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.