Wealthspire Advisors (Maryland)’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q3	–	Sell	-653	Closed	-$6K	–	2378
2018 Q2	$6K	Sell	653 -519	-44%	-$4.67K	﹤0.01%	1701
2018 Q1	$10K	Sell	1,172 -350	-23%	-$3.31K	﹤0.01%	1559
2017 Q4	$14K	Buy	1,522 +905	+147%	+$8.25K	﹤0.01%	1449
2017 Q3	$6K	Buy	617 +11	+2%	+$97	﹤0.01%	1718
2017 Q2	$5K	Buy	+606	New	+$5.2K	﹤0.01%	1748

Other funds holding AOD

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return