HIW
PDT

Holos Integrated Wealth’s John Hancock Premium Dividend Fund PDT Stock Holding History

Holos Integrated Wealth’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
2026
Q2 		$2.81K Hold
216
– – ﹤0.01% 328
2026
Q1 		$2.85K Hold
216
– – ﹤0.01% 326
2025
Q4 		$2.75K Hold
216
– – ﹤0.01% 263
2025
Q3 		$2.83K Hold
216
– – ﹤0.01% 258
2025
Q2 		$2.9K Hold
216
– – ﹤0.01% 258
2025
Q1 		$2.83K Hold
216
– – ﹤0.01% 266
2024
Q4 		$2.75K Buy
+216
New +$2.79K ﹤0.01% 266

Other funds holding PDT

WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return