TFA
AOD

Transamerica Financial Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Transamerica Financial Advisors’s Portfolio AOD Stock Details AOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.86K Buy
527
+24
+5% +$239 ﹤0.01% 1047
2025
Q4 		$4.99K Sell
503
-280
-36% -$2.69K ﹤0.01% 961
2025
Q3 		$7.4K Buy
+783
New +$7.14K ﹤0.01% 787
2015
Q1 		– Sell
-468
Closed -$4K – 892
2014
Q4 		$4K Buy
468
+6
+1% +$51 ﹤0.01% 563
2014
Q3 		$4K Buy
462
+9
+2% +$79 ﹤0.01% 540
2014
Q2 		$5K Buy
453
+9
+2% +$78 ﹤0.01% 546
2014
Q1 		$4K Buy
444
+8
+2% +$67 ﹤0.01% 522
2013
Q4 		$4K Buy
436
+8
+2% +$66 ﹤0.01% 508
2013
Q3 		$4K Buy
428
+9
+2% +$72 ﹤0.01% 501
2013
Q2 		$4K Buy
+419
New +$3.44K ﹤0.01% 483

Other funds holding AOD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return