RE Dickinson Investment Advisors’s Sound Enhanced Fixed Income ETF FXED Stock Holding History

RE Dickinson Investment Advisors’s Portfolio FXED Stock Details FXED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$900	Buy	+49	New	+$922	﹤0.01%	235

Other funds holding FXED

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DAM

Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

RE Dickinson Investment Advisors's FXED Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Sound Enhanced Fixed Income ETF (FXED) in Q4 2024: 49 shares worth $900. The stake represents ﹤0.01% of the portfolio and ranks #235 among its holdings.

11 funds tracked by Wall St. Rank hold FXED as of Q4 2024.

RE Dickinson Investment Advisors held 49 shares of Sound Enhanced Fixed Income ETF worth $900 as of Q4 2024.
Sound Enhanced Fixed Income ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
Sound Enhanced Fixed Income ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #235 holding.
11 funds tracked by Wall St. Rank held Sound Enhanced Fixed Income ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.