LWA
HDV

Lineweaver Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Lineweaver Wealth Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,860
Closed -$346K – 126
2023
Q1 		$346K Sell
16,860
-308,850
-95% -$6.34M 0.11% 101
2022
Q4 		$6.79M Buy
325,710
+420
+0.1% +$8.59K 2.06% 12
2022
Q3 		$5.94M Buy
325,290
+8,720
+3% +$176K 1.93% 12
2022
Q2 		$6.36M Buy
+316,570
New +$6.69M 2.1% 12

Other funds holding HDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $257M AUM 14.19% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return