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Sargent Bickham Lagudis’s Gadsden Dynamic Multi-Asset ETF GDMA Stock Holding History

Sargent Bickham Lagudis’s Portfolio GDMA Stock Details GDMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.13K Hold
69
– – ﹤0.01% 912
2022
Q3 		$2K Buy
+69
New +$2.17K ﹤0.01% 880

Other funds holding GDMA

AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Sargent Bickham Lagudis's GDMA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Gadsden Dynamic Multi-Asset ETF (GDMA) position steady in Q4 2022 at 69 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Sargent Bickham Lagudis first reported a position in GDMA in Q3 2022 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold GDMA as of Q4 2022.

  • Sargent Bickham Lagudis held 69 shares of Gadsden Dynamic Multi-Asset ETF worth $2.13K as of Q4 2022.
  • Sargent Bickham Lagudis left its Gadsden Dynamic Multi-Asset ETF share count unchanged in Q4 2022.
  • Gadsden Dynamic Multi-Asset ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #912 holding.
  • Sargent Bickham Lagudis first reported a position in Gadsden Dynamic Multi-Asset ETF in Q3 2022 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Gadsden Dynamic Multi-Asset ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.