We are live on ! Find out more
PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX

Delisted

PIV was delisted on the 29th of February, 2012.

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$84.9M -$9.54M -367,226 -10%
SWA
2
SFMG Wealth Advisors
Texas
$44.8M +$2.34M +90,160 +6%
PAS
3
Park Avenue Securities
New York
$38.9M -$989K -37,886 -2%
Morgan Stanley
4
Morgan Stanley
New York
$33.3M -$4.04M -155,530 -11%
Lido Advisors
5
Lido Advisors
California
$25.5M +$797K +30,664 +3%
EK
6
Evensky & Katz
Florida
$22.2M +$338K +12,990 +2%
Wells Fargo
7
Wells Fargo
California
$19.7M +$3.76M +144,570 +24%
LPL Financial
8
LPL Financial
California
$12M +$1.69M +64,913 +16%
LPT
9
Legacy Private Trust
Wisconsin
$10.6M +$10.6M +406,615 New
LYV
10
Live Your Vision
Pennsylvania
$10.4M +$239K +9,182 +2%
MFS
11
MSI Financial Services
Massachusetts
$9.97M -$109K -4,181 -1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$7.96M +$3.75M +144,171 +89%
BJ
13
Brouwer & Janachowski
California
$7.14M +$7.14M +274,675 New
UBS Group
14
UBS Group
Switzerland
$7.1M +$2.51M +96,617 +55%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.72M +$363K +13,983 +6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.33M +$2.58M +99,319 +69%
CA
17
Cetera Advisors
Colorado
$6.23M +$418K +16,093 +7%
CAG
18
Crestwood Advisors Group
Massachusetts
$5.76M +$274K +10,544 +5%
LMIM
19
Lockheed Martin Investment Management
Maryland
$5.64M +$1.89M +72,694 +50%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$5.5M +$3.06M +117,623 +125%
Ameriprise
21
Ameriprise
Minnesota
$5.1M +$573K +22,086 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.25M +$958K +36,874 +29%
CAN
23
Cetera Advisor Networks
California
$3.38M +$797K +30,637 +31%
WDL
24
Well Done LLC
Michigan
$3.34M +$105K +4,058 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.01M +$891K +34,280 +42%