Maltin Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Maltin Wealth Management’s Portfolio LDP Stock Details LDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-74,508	Closed	-$1.37M	–	122
2023 Q4	$1.37M	Buy	74,508 +1,197	+2%	+$21.2K	0.87%	37
2023 Q3	$1.25M	Buy	73,311 +24,225	+49%	+$432K	0.87%	41
2023 Q2	$893K	Sell	49,086 -41,908	-46%	-$734K	0.63%	54
2023 Q1	$1.62M	Buy	90,994 +1,719	+2%	+$33.9K	1.17%	31
2022 Q4	$1.7M	Buy	89,275 +2,052	+2%	+$38.6K	1.24%	30
2022 Q3	$1.58M	Sell	87,223 -27,593	-24%	-$559K	1.25%	29
2022 Q2	$2.27M	Buy	+114,816	New	+$2.4M	1.64%	13

Other funds holding LDP

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return