Tallon Kerry Patrick’s Guinness Atkinson Dividend Builder ETF DIVS Stock Holding History

Tallon Kerry Patrick’s Portfolio DIVS Stock Details DIVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$270K	Buy	+9,530	New	+$282K	0.26%	68

Other funds holding DIVS

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

CIG

CHB Investment Group New Hope, Pennsylvania $196M AUM 13.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $159M AUM 11.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Tallon Kerry Patrick's DIVS Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Guinness Atkinson Dividend Builder ETF (DIVS) in Q4 2024: 9,530 shares worth $270K. The stake represents 0.26% of the portfolio and ranks #68 among its holdings.

22 funds tracked by Wall St. Rank hold DIVS as of Q4 2024.

Tallon Kerry Patrick held 9,530 shares of Guinness Atkinson Dividend Builder ETF worth $270K as of Q4 2024.
Guinness Atkinson Dividend Builder ETF was a new Tallon Kerry Patrick position in Q4 2024.
Guinness Atkinson Dividend Builder ETF made up 0.26% of Tallon Kerry Patrick's portfolio in Q4 2024, its #68 holding.
22 funds tracked by Wall St. Rank held Guinness Atkinson Dividend Builder ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.