Kapstone Financial Advisors LLC Aberdeen Global Dynamic Dividend Fund Transaction History
Kapstone Financial Advisors LLC
- $201 Billion
- Q2 2025
A detailed history of Kapstone Financial Advisors LLC transactions in Aberdeen Global Dynamic Dividend Fund stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 18,050 shares of AGD stock, worth $205,048. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,050
Previous 13,150
37.26%
Holding current value
$205,048
Previous $131 Million
52.15%
% of portfolio
0.1%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding AGD
# of Institutions
75Shares Held
5.23MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA662KShares$7.52 Million0.12% of portfolio
-
Morgan Stanley New York, NY473KShares$5.37 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC459KShares$5.21 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA395KShares$4.48 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL361KShares$4.1 Million0.03% of portfolio
About ABERDEEN GLOBAL DYNAMIC DIVIDEND FUND
- Ticker AGD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Abrdn Global Dynamic Dividend Fund is a closed ended equity mutual fund launched and managed by Alpine Woods Capital Investors, LLC. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across all market capitali...