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Oliver Lagore Vanvalin Investment Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-133
Closed -$7.64K – 899
2023
Q2 		$7.64K Buy
+133
New +$7.82K ﹤0.01% 512

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2023, closing a stake of 133 shares — an estimated $7.64K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WDIV in Q2 2023 and held it in 1 quarter. The position peaked at $7.64K in Q2 2023. 68 funds tracked by Wall St. Rank hold WDIV as of Q3 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 133 State Street SPDR S&P Global Dividend ETF shares in Q3 2023, an estimated $7.64K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR S&P Global Dividend ETF position peaked at $7.64K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2023.

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