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IDOG icon

WealthPLAN Partners’s ALPS International Sector Dividend Dogs ETF IDOG Stock Holding History

WealthPLAN Partners’s Portfolio IDOG Stock Details IDOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$46.9K Sell
1,943
-4,203
-68% -$101K 0.02% 349
2016
Q2 		$45.3K Buy
+6,146
New +$145K 0.01% 967
2015
Q4 		$201K Buy
+31,388
New +$760K 0.03% 268
2015
Q2 		$689K Sell
26,483
-1,611
-6% -$44.6K 0.3% 41
2015
Q1 		$760K Buy
+28,094
New +$755K 0.35% 51

Other funds holding IDOG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return