PFO
LDP icon

PMG Family Office’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

PMG Family Office’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
2026
Q1 		$554K Buy
27,750
+2,936
+12% +$61.7K 0.62% 60
2025
Q4 		$525K Sell
24,814
-1,969
-7% -$42.2K 0.61% 60
2025
Q3 		$580K Buy
+26,783
New +$573K 0.65% 55

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CPIG
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Invesco
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Raymond James Financial
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GCM
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Royal Bank of Canada
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NW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return