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Altrius Global Dividend Etf shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Altrius Global Dividend Etf (DIVD) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Altrius Global Dividend Etf

Tip: Access up to 7 years of quarterly data

All positions including Altrius Global Dividend Etf held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altrius Global Dividend Etf by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.4k 175 42.54

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Altrius Global Dividend Etf

Altrius Capital Management
LM Advisors
Global View Capital Management
Advisory Services Network
LPL Financial
Harpswell Capital Advisors
One Wealth Management Investment & Advisory Services
Harbour Investments
UBS Group
Royal Bank of Canada
Action Point Financial Planning
Institute For Wealth Management

View all funds holding Altrius Global Dividend Etf