EWM
PDT

Endurance Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Endurance Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$6K Hold
481
– – ﹤0.01% 540
2023
Q1 		$6K Hold
481
– – ﹤0.01% 541
2022
Q4 		$6K Buy
+481
New +$6.53K ﹤0.01% 519

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Endurance Wealth Management's PDT Position: Q2 2023 in Review

Endurance Wealth Management held its John Hancock Premium Dividend Fund (PDT) position steady in Q2 2023 at 481 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Endurance Wealth Management first reported a position in PDT in Q4 2022 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold PDT as of Q2 2023.

  • Endurance Wealth Management held 481 shares of John Hancock Premium Dividend Fund worth $6K as of Q2 2023.
  • Endurance Wealth Management left its John Hancock Premium Dividend Fund share count unchanged in Q2 2023.
  • John Hancock Premium Dividend Fund made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #540 holding.
  • Endurance Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q4 2022 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.