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DEX

Plante Moran Financial Advisors’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

Plante Moran Financial Advisors’s Portfolio DEX Stock Details DEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,500
Closed -$11K – 1112
2022
Q2 		$11K Buy
+1,500
New +$12.3K ﹤0.01% 599

Other funds holding DEX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's DEX Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q3 2022, closing a stake of 1,500 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in DEX in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 29 funds tracked by Wall St. Rank hold DEX as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,500 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q3 2022, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $11K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.