Wealth Advisory Solutions’s Eaton ETN Stock Holding History

Wealth Advisory Solutions’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,029	Closed	-$323K	–	125
2024 Q2	$323K	Buy	+1,029	New	+$332K	0.09%	99

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Advisory Solutions's ETN Position: Q3 2024 in Review

Wealth Advisory Solutions sold out of Eaton (ETN) in Q3 2024, closing a stake of 1,029 shares — an estimated $323K sold.

Wealth Advisory Solutions first reported a position in ETN in Q2 2024 and held it in 1 quarter. The position peaked at $323K in Q2 2024. 2,123 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

Wealth Advisory Solutions reported no remaining Eaton position as of Q3 2024 after selling out during the quarter.
Wealth Advisory Solutions sold 1,029 Eaton shares in Q3 2024, an estimated $323K.
Wealth Advisory Solutions first reported a position in Eaton in Q2 2024 and held it in 1 quarter.
Wealth Advisory Solutions's Eaton position peaked at $323K in Q2 2024.
2,123 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

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