VNA
AUUD

Valley National Advisers’s Auddia AUUD Stock Holding History

Valley National Advisers’s Portfolio AUUD Stock Details AUUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Hold
0
– -$1K – 1066
2023
Q2 		– Hold
0
– – – 847
2023
Q1 		– Hold
0
– – – 886
2022
Q4 		– Hold
0
– – – 841
2022
Q3 		– Hold
0
– – – 910
2022
Q2 		– Hold
0
– – – 892
2022
Q1 		– Hold
0
– – – 909
2021
Q4 		– Hold
0
– – – 910
2021
Q3 		– Hold
0
– – – 869

Other funds holding AUUD

AC
Ayrton Capital Westport, Connecticut $14.7M AUM 12.82% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return