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Redwood Wealth Management Group’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Redwood Wealth Management Group’s Portfolio SPDV Stock Details SPDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$6.01K – 950
2024
Q2 		$6.01K Buy
+200
New +$6.02K ﹤0.01% 699

Other funds holding SPDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Redwood Wealth Management Group's SPDV Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of AAM S&P 500 High Dividend Value ETF (SPDV) in Q3 2024, closing a stake of 200 shares — an estimated $6.01K sold.

Redwood Wealth Management Group first reported a position in SPDV in Q2 2024 and held it in 1 quarter. The position peaked at $6.01K in Q2 2024. 30 funds tracked by Wall St. Rank hold SPDV as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining AAM S&P 500 High Dividend Value ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 200 AAM S&P 500 High Dividend Value ETF shares in Q3 2024, an estimated $6.01K.
  • Redwood Wealth Management Group first reported a position in AAM S&P 500 High Dividend Value ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's AAM S&P 500 High Dividend Value ETF position peaked at $6.01K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.