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Realta Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Realta Investment Advisors’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-549
Closed -$19.3K – 791
2024
Q1 		$19.3K Buy
+549
New +$19.2K ﹤0.01% 641
2023
Q4 		– Sell
-535
Closed -$18.4K – 498
2023
Q3 		$18.4K Hold
535
– – ﹤0.01% 626
2023
Q2 		$18.4K Buy
+535
New +$18.7K ﹤0.01% 669
2023
Q1 		– Sell
-523
Closed -$16.9K – 498
2022
Q4 		$16.9K Buy
523
+4
+0.8% +$124 ﹤0.01% 662
2022
Q3 		$15K Buy
+519
New +$17.2K ﹤0.01% 648

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.11B AUM 13.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return