Wealthspire Advisors (Maryland)’s DNP Select Income Fund DNP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Hold	0	–	–	–	860
2018 Q4	–	Hold	0	–	–	–	862
2018 Q3	–	Hold	0	–	–	–	940
2018 Q2	–	Hold	0	–	–	–	971
2018 Q1	–	Hold	0	–	–	–	990
2017 Q3	–	Hold	0	–	–	–	936
2017 Q2	–	Hold	0	–	–	–	931
2017 Q1	–	Hold	0	–	–	–	788
2016 Q4	–	Hold	0	–	–	–	770
2016 Q3	–	Hold	0	–	–	–	371
2016 Q2	–	Hold	0	–	–	–	349
2016 Q1	–	Hold	0	–	–	–	355
2015 Q4	–	Hold	0	–	–	–	387

Other funds holding DNP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return