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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
Envestnet Asset Management
Chicago,
Illinois
| $218K | +$70.4K | +6,948 | +44% |
|
| 2 |
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
| $199K | +$209K | +20,594 | New |
|
| 3 |
OPS
3
Orion Portfolio Solutions
Omaha,
Nebraska
| $199K | +$209K | +20,594 | New |
|
| 4 |
BAM
4
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $146K | +$153K | +15,054 | New |
|
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
| $6.78K | – | – | – |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $813 | +$851 | +84 | New |
|