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Oliver Lagore Vanvalin Investment Group’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-259
Closed -$7.37K – 858
2023
Q2 		$7.37K Buy
+259
New +$7.13K ﹤0.01% 518

Other funds holding EDIV

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $434M AUM 29.17% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EDIV Position: Q3 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2023, closing a stake of 259 shares — an estimated $7.37K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EDIV in Q2 2023 and held it in 1 quarter. The position peaked at $7.37K in Q2 2023. 83 funds tracked by Wall St. Rank hold EDIV as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 259 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2023, an estimated $7.37K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $7.37K in Q2 2023.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2023, filed 9 Nov 2023.