MWM
AOD

Modera Wealth Management’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Modera Wealth Management’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,000
Closed -$97.5K – 646
2025
Q2 		$97.5K Buy
+11,000
New +$91.9K ﹤0.01% 637

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Modera Wealth Management's AOD Position: Q3 2025 in Review

Modera Wealth Management sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q3 2025, closing a stake of 11,000 shares — an estimated $97.5K sold.

Modera Wealth Management first reported a position in AOD in Q2 2025 and held it in 1 quarter. The position peaked at $97.5K in Q2 2025. 136 funds tracked by Wall St. Rank hold AOD as of Q3 2025.

  • Modera Wealth Management reported no remaining abrdn Total Dynamic Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 11,000 abrdn Total Dynamic Dividend Fund shares in Q3 2025, an estimated $97.5K.
  • Modera Wealth Management first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2025 and held it in 1 quarter.
  • Modera Wealth Management's abrdn Total Dynamic Dividend Fund position peaked at $97.5K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.