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Altrius Global Dividend Etf shares owned by One Wealth Management Investment & Advisory Services

Quarter-by-quarter ownership of Altrius Global Dividend Etf (DIVD) shares owned by One Wealth Management Investment & Advisory Services from 13F filings

Historical chart of One Wealth Management Investment & Advisory Services investment in Altrius Global Dividend Etf

Tip: Access up to 7 years of quarterly data

All positions including Altrius Global Dividend Etf held by One Wealth Management Investment & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altrius Global Dividend Etf by One Wealth Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $598k 18k 33.55
2023-12-31 $625k 20k 31.74

More positions owned by One Wealth Management Investment & Advisory Services

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for One Wealth Management Investment & Advisory Services

Top funds holding Altrius Global Dividend Etf

Altrius Capital Management
One Wealth Management Investment & Advisory Services
AlphaCore Capital
LM Advisors
Royal Bank of Canada
Fernwood Investment Management
UBS Group
Morgan Stanley

View all funds holding Altrius Global Dividend Etf