RDIA
BDVG icon

RE Dickinson Investment Advisors’s IMGP Berkshire Dividend Growth ETF BDVG Stock Holding History

RE Dickinson Investment Advisors’s Portfolio BDVG Stock Details BDVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$19.9M Buy
173,684
+2,665
+2% +$31.5K 1.12% 17
2024
Q3 		$2M Buy
171,019
+14,092
+9% +$160K 1.13% 17
2024
Q2 		$1.73M Buy
156,927
+12,580
+9% +$138K 1.05% 18
2024
Q1 		$1.63M Buy
+144,347
New +$1.55M 1.02% 18

Other funds holding BDVG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BAM
Berkshire Asset Management Wilkes Barre, Pennsylvania $2.33B AUM 19.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.57B AUM 15.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return