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IDIV
U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV
IDIV
Delisted
IDIV was delisted on the 9th of December, 2022.
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 |
FC
1
Fore Capital
New York
| $1.95M | -$84.8K | -8,395 | -4% |
|
| 2 |
PCS
2
Personal CFO Solutions
Chester,
New Jersey
| $1.3M | +$254K | +25,169 | +25% |
|
| 3 |
CA
3
Cetera Advisors
Denver,
Colorado
| $497K | +$492K | +48,700 | New |
|
| 4 |
CB
4
Commerce Bank
Kansas City,
Missouri
| $357K | +$208K | +20,600 | +143% |
|
| 5 |
5
HighTower Advisors
Chicago,
Illinois
| $117K | -$520K | -51,484 | -82% |
|
| 6 |
6
Osaic Holdings
Scottsdale,
Arizona
| $2K | +$2.16K | +214 | New |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| – | -$10 | -1 | Closed |
|