Platte River Wealth Advisors’s Eaton ETN Stock Holding History

Platte River Wealth Advisors’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.95M	Sell	5,870 -60	-1%	-$18.3K	0.52%	38
2024 Q2	$1.86M	Sell	5,930 -30	-0.5%	-$9.69K	0.52%	36
2024 Q1	$1.86M	Hold	5,960	–	–	0.53%	37
2023 Q4	$1.44M	Sell	5,960 -42	-0.7%	-$9.27K	0.48%	42
2023 Q3	$1.28M	Buy	6,002 +42	+0.7%	+$9.05K	0.47%	39
2023 Q2	$1.2M	Sell	5,960 -52	-0.9%	-$9.15K	0.42%	41
2023 Q1	$1.03M	Sell	6,012 -335	-5%	-$55.8K	0.4%	44
2022 Q4	$996K	Hold	6,347	–	–	0.42%	44
2022 Q3	$846K	Hold	6,347	–	–	0.38%	45
2022 Q2	$800K	Hold	6,347	–	–	0.35%	52
2022 Q1	$963K	Hold	6,347	–	–	0.35%	48
2021 Q4	$1.06M	Hold	6,347	–	–	0.36%	49
2021 Q3	$948K	Buy	6,347 +85	+1%	+$13.6K	0.35%	51
2021 Q2	$928K	Hold	6,262	–	–	0.35%	52
2021 Q1	$876K	Hold	6,262	–	–	0.36%	50
2020 Q4	$784K	Hold	6,262	–	–	0.34%	56
2020 Q3	$639K	Sell	6,262 -680	-10%	-$66.5K	0.33%	59
2020 Q2	$617K	Buy	+6,942	New	+$571K	0.34%	63
2019 Q4	$877K	Buy	+9,287	New	+$825K	0.46%	62

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Platte River Wealth Advisors's ETN Position: Q3 2024 in Review

Platte River Wealth Advisors reduced its Eaton (ETN) stake by 1% in Q3 2024, selling an estimated $18.3K and leaving 5,870 shares worth $1.95M. The position accounts for 0.52% of the portfolio, ranked #38.

Platte River Wealth Advisors first reported a position in ETN in Q4 2019 and has held it in 19 quarters since. 2,124 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

Platte River Wealth Advisors held 5,870 shares of Eaton worth $1.95M as of Q3 2024.
Platte River Wealth Advisors sold 60 Eaton shares in Q3 2024, an estimated $18.3K.
Eaton made up 0.52% of Platte River Wealth Advisors's portfolio in Q3 2024, its #38 holding.
Platte River Wealth Advisors first reported a position in Eaton in Q4 2019 and has held it in 19 quarters since.
2,124 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.