AWS
DPG

Atria Wealth Solutions’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Atria Wealth Solutions’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,233
Closed -$260K – 1564
2025
Q1 		$260K Buy
21,233
+4,473
+27% +$52.9K ﹤0.01% 1560
2024
Q4 		$196K Buy
16,760
+131
+0.8% +$1.54K ﹤0.01% 1840
2024
Q3 		$195K Buy
16,629
+3,019
+22% +$32.5K ﹤0.01% 1801
2024
Q2 		$134K Sell
13,610
-3,435
-20% -$33.1K ﹤0.01% 1828
2024
Q1 		$163K Buy
17,045
+2,963
+21% +$27.1K ﹤0.01% 1851
2023
Q4 		$129K Buy
+14,082
New +$125K ﹤0.01% 1836
2023
Q1 		– Sell
-10,153
Closed -$137K – 1881
2022
Q4 		$137K Buy
+10,153
New +$134K ﹤0.01% 1670

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $807M AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return