LF
DUHP icon

Lee Financial’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Lee Financial’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24
Closed -$687 – 347
2023
Q4 		$687 Hold
24
– – ﹤0.01% 814
2023
Q3 		$617 Hold
24
– – ﹤0.01% 795
2023
Q2 		$637 Buy
+24
New +$606 ﹤0.01% 739

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lee Financial's DUHP Position: Q1 2024 in Review

Lee Financial sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q1 2024, closing a stake of 24 shares — an estimated $687 sold.

Lee Financial first reported a position in DUHP in Q2 2023 and held it in 3 quarters. The position peaked at $687 in Q4 2023. 260 funds tracked by Wall St. Rank hold DUHP as of Q1 2024.

  • Lee Financial reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 24 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2024, an estimated $687.
  • Lee Financial first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and held it in 3 quarters.
  • Lee Financial's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $687 in Q4 2023.
  • 260 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.