LA
LM Advisors’s Altrius Global Dividend ETF DIVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
31,527
+5,508
| +21% | +$196K | 0.14% | 75 |
|
|
2025
Q1 | $900K | Buy |
26,019
+4,834
| +23% | +$167K | 0.16% | 97 |
|
|
2024
Q4 | $667K | Buy |
21,185
+5,014
| +31% | +$158K | 0.12% | 115 |
|
|
2024
Q3 | $552K | Sell |
16,171
-887
| -5% | -$30.3K | 0.11% | 116 |
|
|
2024
Q2 | $545K | Buy |
17,058
+5,831
| +52% | +$186K | ﹤0.01% | 125 |
|
|
2024
Q1 | $377K | Buy |
11,227
+9,638
| +607% | +$324K | 0.06% | 158 |
|
|
2023
Q4 | $50.4K | Buy |
+1,589
| New | +$50.4K | 0.01% | 335 |
|