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Monarch Volume Factor Dividend Tree Index ETF
MVFD
MVFD
31.70
USD
-0.15
0.47%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.47%
5 days
0.35%
1 month
2.76%
3 months
3.56%
6 months
3.56%
Year to date
10.03%
1 year
14.69%
5 years
26.65%
10 years
26.65%
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
| $95.9M | +$11.2M | +372,845 | +13% |
|
| 2 |
MS
2
Millington Securities
Red Bank,
New Jersey
| $1.59M | +$1.63M | +54,276 | New |
|
| 3 |
WI
3
WBI Investments
Red Bank,
New Jersey
| $1.59M | +$1.63M | +54,276 | New |
|
| 4 |
4
Envestnet Asset Management
Chicago,
Illinois
| $1.53M | +$1.57M | +52,161 | New |
|
| 5 |
WMA
5
West Michigan Advisors
Holland,
Michigan
| $348K | +$127K | +4,240 | +55% |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| – | -$536 | -19 | Closed |
|