We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Venture Visionary Partners
51
Venture Visionary Partners
Ohio
$139K +$146K +7,000 New
SignatureFD
52
SignatureFD
Georgia
$112K +$752 +36 +0.6%
SA
53
SRH Advisors
Kansas
$104K – – –
WAM
54
Worth Asset Management
Texas
$67K – – –
Spire Wealth Management
55
Spire Wealth Management
Virginia
$58K – – –
SWM
56
SeaCrest Wealth Management
New York
$53K +$56.3K +2,695 New
LC
57
Lindbrook Capital
California
$40K – – –
Whittier Trust
58
Whittier Trust
California
$31K – – –
CoreCap Advisors
59
CoreCap Advisors
Michigan
$30K +$31.3K +1,500 New
APA
60
American Portfolios Advisors
New York
$25.9K +$292 +14 +1%
MCM
61
MV Capital Management
Maryland
$16K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$16K +$84 +4 +0.5%
First Manhattan
63
First Manhattan
New York
$15K – – –
IFP Advisors
64
IFP Advisors
Florida
$10K – – –
US Bancorp
65
US Bancorp
Minnesota
$8K – – –
Citigroup
66
Citigroup
New York
$8K +$230 +11 +3%
PTC
67
Private Trust Company
Ohio
$8K +$8.35K +400 New
Montag & Associates
68
Montag & Associates
Georgia
$6K – – –
EIP
69
Ellis Investment Partners
Pennsylvania
$6K +$146 +7 +2%
KFI
70
Key Financial Inc
Pennsylvania
$5K – – –
JWM
71
Janiczek Wealth Management
Colorado
$4K – – –
Allworth Financial
72
Allworth Financial
California
$2K – – –
SIS
73
Sound Income Strategies
Florida
$2K +$42 +2 +2%
JP Morgan Chase
74
JP Morgan Chase
New York
– -$680K -29,650 Closed
Cerity Partners
75
Cerity Partners
New York
– -$624K -27,210 Closed