Kiely Wealth Advisory Group’s DNP Select Income Fund DNP Stock Holding History

Kiely Wealth Advisory Group’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.33K	Hold	460	–	–	﹤0.01%	253
2024 Q3	$4.35K	Hold	460	–	–	﹤0.01%	257
2024 Q2	$4.12K	Hold	460	–	–	﹤0.01%	244
2024 Q1	$4.05K	Hold	460	–	–	﹤0.01%	226
2023 Q4	$4.05K	Buy	+460	New	+$4.16K	﹤0.01%	215

Other funds holding DNP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kiely Wealth Advisory Group's DNP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its DNP Select Income Fund (DNP) position steady in Q4 2024 at 460 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Kiely Wealth Advisory Group first reported a position in DNP in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.35K in Q3 2024. 321 funds tracked by Wall St. Rank hold DNP as of Q4 2024.

Kiely Wealth Advisory Group held 460 shares of DNP Select Income Fund worth $4.33K as of Q4 2024.
Kiely Wealth Advisory Group left its DNP Select Income Fund share count unchanged in Q4 2024.
DNP Select Income Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #253 holding.
Kiely Wealth Advisory Group first reported a position in DNP Select Income Fund in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's DNP Select Income Fund position peaked at $4.35K in Q3 2024.
321 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.