Wipfli Financial Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Wipfli Financial Advisors’s Portfolio DPG Stock Details DPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$6K	Buy	+500	New	+$7.15K	﹤0.01%	2004

Other funds holding DPG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wipfli Financial Advisors's DPG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2022: 500 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2004 among its holdings.

51 funds tracked by Wall St. Rank hold DPG as of Q3 2022.

Wipfli Financial Advisors held 500 shares of Duff & Phelps Utility and Infrastructure Fund worth $6K as of Q3 2022.
Duff & Phelps Utility and Infrastructure Fund was a new Wipfli Financial Advisors position in Q3 2022.
Duff & Phelps Utility and Infrastructure Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2004 holding.
51 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.