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Laurel Wealth Advisors (California)’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio GDMA Stock Details GDMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$253K Buy
+8,201
New +$259K 0.02% 559

Other funds holding GDMA

AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $683M AUM 28.95% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $889M AUM 36.31% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GDMA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Gadsden Dynamic Multi-Asset ETF (GDMA) in Q4 2022: 8,201 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #559 among its holdings.

14 funds tracked by Wall St. Rank hold GDMA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 8,201 shares of Gadsden Dynamic Multi-Asset ETF worth $253K as of Q4 2022.
  • Gadsden Dynamic Multi-Asset ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Gadsden Dynamic Multi-Asset ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #559 holding.
  • 14 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.