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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return