WWM
FDVL

Western Wealth Management’s Foundations Dynamic Value ETF FDVL Stock Holding History

Western Wealth Management’s Portfolio FDVL Stock Details FDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,607
Closed -$298K – 686
2024
Q3 		$298K Buy
+23,607
New +$287K 0.02% 597

Other funds holding FDVL

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Western Wealth Management's FDVL Position: Q4 2024 in Review

Western Wealth Management sold out of Foundations Dynamic Value ETF (FDVL) in Q4 2024, closing a stake of 23,607 shares — an estimated $298K sold.

Western Wealth Management first reported a position in FDVL in Q3 2024 and held it in 1 quarter. The position peaked at $298K in Q3 2024. 4 funds tracked by Wall St. Rank hold FDVL as of Q4 2024.

  • Western Wealth Management reported no remaining Foundations Dynamic Value ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 23,607 Foundations Dynamic Value ETF shares in Q4 2024, an estimated $298K.
  • Western Wealth Management first reported a position in Foundations Dynamic Value ETF in Q3 2024 and held it in 1 quarter.
  • Western Wealth Management's Foundations Dynamic Value ETF position peaked at $298K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Foundations Dynamic Value ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.