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LWM Advisory Services’s Eaton ETN Stock Holding History

LWM Advisory Services’s Portfolio ETN Stock Details ETN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$419K Hold
1,175
– – 0.29% 66
2025
Q1 		$319K Sell
1,175
-25
-2% -$6.8K 0.22% 80
2024
Q4 		$398K Sell
1,200
-57
-5% -$18.9K 0.28% 64
2024
Q3 		$417K Buy
+1,257
New +$417K 0.31% 62