Altrius Global Dividend ETFDIVDETF
13F holders, Q1 2024 (March 31)9holders
$33.55avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Altrius Global Dividend ETF (DIVD) in their 13F filings. The largest holders were Altrius Capital Management Inc ($911K), One Wealth Management Investment & Advisory Services, LLC ($598K) and AlphaCore Capital LLC ($513K).
- Company
- Altrius Global Dividend ETF
- Filed as
- EA SERIES TRUST (Q1 2024)
- CUSIP
- 02072L656
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $194K |
| Exits | 1 | $212K |
Ownership 9 holders
| Altrius Capital Management Inc | 0.23% | Add +11.4% | 27,160 | $911K |
| One Wealth Management Investment & Advisory Services, LLC | 0.24% | Reduce -9.5% | 17,810 | $598K |
| AlphaCore Capital LLC | 0.14% | No change | 15,300 | $513K |
| LM Advisors LLC | 0.07% | Add +606.5% | 11,227 | $377K |
| Royal Bank of Canada | 0.00% | Reduce -43.7% | 10,533 | $353K |
| Fernwood Investment Management, LLC | 0.04% | New | 4,227 | $142K |
| Harbour Investments, Inc. | 0.00% | New | 1,510 | $51K |
| UBS Group AG | 0.00% | New | 52 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is DIVD's weight in each manager's 13F, not the share of Altrius Global Dividend ETF the manager owns.