We are live on
!
Find out more
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 |
PCS
1
Personal CFO Solutions
Chester,
New Jersey
| $1.08M | +$1.65K | +202 | +0.1% |
|
| 2 |
2
Jane Street
New York
| $857K | +$793K | +97,072 | +806% |
|
| 3 |
CB
3
Commerce Bank
Kansas City,
Missouri
| $194K | -$84K | -10,290 | -29% |
|
| 4 |
BWM
4
BlackDiamond Wealth Management
New York
| $113K | +$119K | +14,551 | New |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $11K | +$11.2K | +1,369 | New |
|
| 6 |
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$450K | -48,700 | Closed |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$2K | -214 | Closed |
|
| 8 |
8
Wells Fargo
San Francisco,
California
| – | +$8 | +1 | New |
|