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Triad Wealth Partners’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Triad Wealth Partners’s Portfolio EDIV Stock Details EDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,458
Closed -$51.5K – 289
2024
Q2 		$51.5K Buy
+1,458
New +$50.4K 0.03% 226

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AWM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Triad Wealth Partners's EDIV Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2024, closing a stake of 1,458 shares — an estimated $51.5K sold.

Triad Wealth Partners first reported a position in EDIV in Q2 2024 and held it in 1 quarter. The position peaked at $51.5K in Q2 2024. 127 funds tracked by Wall St. Rank hold EDIV as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,458 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2024, an estimated $51.5K.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $51.5K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.