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Waterfront Wealth Inc. → AOD

Waterfront Wealth Inc. AOD Position History

Abrdn Total Dynamic Dividend Fund • Financial Services

Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$5.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.9M
Q4 2025$3.9M
Q1 2026$3.7M
Q2 2026$4.3M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M408.2K——
Q2 2026$4.3M408.6K——
Q1 2026$3.7M406.0K——
Q4 2025$3.9M387.7K——
Q3 2025$5.9M617.0K——

Other funds holding AOD

Other Waterfront Wealth Inc. positions

AAPL

APPLE INC

$17.2M
AAPL

APPLE INC

$17M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$16.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M
ETHA

ISHARES TR

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$14.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$14.7M
Waterfront Wealth Inc. AOD Holdings: 13F Position History | Track13F