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Triad Wealth Partners’s DNP Select Income Fund DNP Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-525
Closed -$4.32K – 267
2024
Q2 		$4.32K Buy
+525
New +$4.55K ﹤0.01% 601

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Triad Wealth Partners's DNP Position: Q3 2024 in Review

Triad Wealth Partners sold out of DNP Select Income Fund (DNP) in Q3 2024, closing a stake of 525 shares — an estimated $4.32K sold.

Triad Wealth Partners first reported a position in DNP in Q2 2024 and held it in 1 quarter. The position peaked at $4.32K in Q2 2024. 302 funds tracked by Wall St. Rank hold DNP as of Q3 2024.

  • Triad Wealth Partners reported no remaining DNP Select Income Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 525 DNP Select Income Fund shares in Q3 2024, an estimated $4.32K.
  • Triad Wealth Partners first reported a position in DNP Select Income Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's DNP Select Income Fund position peaked at $4.32K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.