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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
| $56.2M | +$3.53M | +131,928 | +6% |
|
| 2 |
2
Goldman Sachs
New York
| $563K | – | – | – |
|
| 3 |
3
LPL Financial
San Diego,
California
| $282K | +$294K | +10,994 | New |
|
| 4 |
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $203K | +$212K | +7,916 | New |
|
| 5 |
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | +$25.2K | +941 | New |
|
| 6 |
AWM
6
AE Wealth Management
Topeka,
Kansas
| $6.83K | +$7.12K | +266 | New |
|
| 7 |
BCM
7
Brookstone Capital Management
Wheaton,
Illinois
| – | -$382K | -14,240 | Closed |
|
| 8 |
PFG
8
Premier Financial Group
Eureka,
California
| – | -$25.2K | -934 | Closed |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| – | -$3.38K | -126 | Closed |
|