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IMGP Berkshire Dividend Growth ETF
BDVG
BDVG
14.98
USD
-0.15
0.99%
At close
Updated
Sep 18, 4:00 PM EDT
Pre-market
After hours
1 day
-0.99%
5 days
-1.32%
1 month
-1.06%
3 months
4.9%
6 months
15.5%
Year to date
16.49%
1 year
18.14%
5 years
46.72%
10 years
46.72%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Truist Financial
Charlotte,
North Carolina
| $3.33M | +$3.24M | +233,615 | New |
|
| 2 |
WA
2
Waverly Advisors
Birmingham,
Alabama
| $2.32M | +$84K | +6,064 | +4% |
|
| 3 |
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.22M | -$37.9K | -2,733 | -3% |
|
| 4 |
BAM
4
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $850K | – | – | – |
|
| 5 |
5
Envestnet Asset Management
Chicago,
Illinois
| $647K | +$417K | +30,132 | +198% |
|
| 6 |
6
Citadel Advisors
Miami,
Florida
| $206K | +$10.9K | +790 | +6% |
|
| 7 |
BCI
7
Brinker Capital Investments
Berwyn,
Pennsylvania
| $202K | -$52.1K | -3,764 | -21% |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $169K | -$36.2K | -2,615 | -18% |
|
| 9 |
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $123K | +$471 | +34 | +0.4% |
|
| 10 |
AAP
10
Arax Advisory Partners
Denver,
Colorado
| $21.8K | +$21.2K | +1,528 | New |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $10.7K | -$3.69K | -266 | -26% |
|
| 12 |
GWANC
12
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$112K | -8,563 | Closed |
|