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Monarch Dividend Plus Index ETF
MDPL
MDPL
30.34
USD
-0.44
1.43%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-1.43%
5 days
-1.27%
1 month
4.91%
3 months
15.14%
6 months
12.79%
Year to date
12.29%
1 year
11.38%
5 years
19.03%
10 years
19.03%
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 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $52.6M | -$1.69M | -65,028 | -3% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $623K | +$368K | +14,173 | +129% |
|
| 3 |
3
Goldman Sachs
New York
| $543K | +$26 | +1 | +0% |
|
| 4 |
4
JP Morgan Chase
New York
| $47.7K | +$50K | +1,925 | New |
|
| 5 |
AWM
5
AE Wealth Management
Topeka,
Kansas
| $6.59K | – | – | – |
|
| 6 |
6
Morgan Stanley
New York
| $5.37K | +$5.64K | +217 | New |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $1.36K | +$1.43K | +55 | New |
|
| 8 |
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$203K | -7,916 | Closed |
|
| 9 |
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$24K | -941 | Closed |
|