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Moisand Fitzgerald Tamayo’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-212
Closed -$6.78K – 628
2024
Q2 		$6.78K Buy
+212
New +$6.59K ﹤0.01% 350

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DUHP Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2024, closing a stake of 212 shares — an estimated $6.78K sold.

Moisand Fitzgerald Tamayo first reported a position in DUHP in Q2 2024 and held it in 1 quarter. The position peaked at $6.78K in Q2 2024. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 212 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $6.78K.
  • Moisand Fitzgerald Tamayo first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $6.78K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.