Selective Wealth Management, Inc. Aberdeen Total Dynamic Dividend Fund Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$5.2 - $9.29 $520 - $928	-100 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$7.99 - $8.45 $799 - $844	100 New	100 $1,000
Q1 2019 Apr 04, 2019	SELL	$7.27 - $8.43 $727 - $843	-100 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$8.7 - $8.94 $869 - $894	100 New	100 $1,000

Others Institutions Holding AOD

# of Institutions

141

Shares Held

43.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.1M
Shares

$88.3 Million
0.01% of portfolio
Saba Capital Management, L.P. New York, NY

6.19M
Shares

$53.9 Million
1.2% of portfolio
Allspring Global Investments Holdings, LLC

4.7M
Shares

$40.9 Million
0.07% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.98M
Shares

$25.9 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.91M
Shares

$25.3 Million
0.01% of portfolio

About ABERDEEN TOTAL DYNAMIC DIVIDEND FUND

Ticker AOD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Abrdn Total Dynamic Dividend Fund is a closed-ended equity mutual fund launched and managed by Alpine Woods Capital Investors, LLC. The fund invests in the public equity markets across the globe. It seeks to invest in stocks of companies across diversified sectors. The fund invests in growth and value stocks of companies across all market capita...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.