Tiedemann Wealth Management Holdings, LLC current holdings: USA ETF
Tiedemann Wealth Management Holdings, LLC reported $0.04 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 8 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are DEEP, IVW, First Trust Energy Income & Growth.
- DEEP: Country of operation —; Class DEEP VALUE ETF; Shares 533,317; Value $14,389,000.
- IVW: Country of operation —; Class 500 GRWT ETF; Shares 62,720; Value $7,630,000.
- First Trust Energy Income & Growth: Country of operation —; Class COM; Shares 273,355; Value $7,405,000.
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 33,389; Value $5,166,000.
Form 13F-HR as filed (SEC CIK 1432976): quarter ended 2016-09-30, filed 2016-11-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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