We are live on ! Find out more
LDP icon

Cohen & Steers Duration Preferred & Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
51
Venturi Wealth Management
Texas
$89.1K – – –
WWP
52
WR Wealth Planners
Missouri
$87K -$24.3K -1,200 -23%
Spire Wealth Management
53
Spire Wealth Management
Virginia
$63.5K – – –
CoreCap Advisors
54
CoreCap Advisors
Michigan
$53.3K – – –
MLA
55
MB, Levis & Associates
Pennsylvania
$36.2K +$628 +31 +2%
NewEdge Advisors
56
NewEdge Advisors
Louisiana
$27.5K +$61 +3 +0.2%
S
57
Sachetta
Massachusetts
$26.1K – – –
Allworth Financial
58
Allworth Financial
California
$24.7K +$445 +22 +2%
DF
59
Dunhill Financial
United Kingdom
$21.8K +$20.2K +1,000 New
Montag & Associates
60
Montag & Associates
Georgia
$17.5K – – –
IFP Advisors
61
IFP Advisors
Florida
$10.9K +$10.1K +500 New
PTC
62
Private Trust Company
Ohio
$8.7K – – –
SS
63
Sunbelt Securities
Texas
$8.16K – – –
PIS
64
POM Investment Strategies
North Carolina
$6.53K +$6.07K +300 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$5.46K +$5.08K +251 New
SIS
66
Sound Income Strategies
Florida
$2.84K +$40 +2 +2%
AQR Arbitrage
67
AQR Arbitrage
Connecticut
– -$847K -42,562 Closed
Sit Investment Associates
68
Sit Investment Associates
Minnesota
– -$292K -14,695 Closed
SCM
69
Sage Capital Management
New Jersey
– -$235K -11,800 Closed
Ashton Thomas Private Wealth
70
Ashton Thomas Private Wealth
Arizona
– -$125K -6,296 Closed
Wolverine Asset Management
71
Wolverine Asset Management
Illinois
– -$75.8K -3,810 Closed
LIA
72
Lynx Investment Advisory
District of Columbia
– -$38.7K -1,945 Closed
MCA
73
Maryland Capital Advisors
Maryland
– -$16.6K -835 Closed
KFI
74
Key Financial Inc
Pennsylvania
– -$4.89K -246 Closed