Stock
IDU
| Ownership Count: | 572 |
| Ownership Count: | 572 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| HSBC HOLDINGS PLC | 0.12% |
No Change
|
1,038,674 | $105,965,000.0 |
| Destination Wealth Management | 1.87% |
Reduced 2.35%
|
621,603 | $59,804,000.0 |
| MORGAN STANLEY | 0.01% |
No Change
|
576,808 | $58,845,000.0 |
| PGIM Custom Harvest LLC | 0.86% |
Added 0.36%
|
458,665 | $44,128,000.0 |
| FIL Ltd | 0.05% |
Reduced 70.71%
|
419,904 | $42,838,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.0% |
Added 4.47%
|
293,827 | $28,269,000.0 |
| Bensler, LLC | 2.78% |
Added 7.59%
|
243,010 | $23,380,000.0 |
| LPL Financial LLC | 0.01% |
Reduced 12.41%
|
241,859 | $23,269,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
188,574 | $18,142,000.0 |
| Royal Bank of Canada | 0.01% |
Added 22.56%
|
180,725 | $17,388,000.0 |
| MinichMacGregor Wealth Management, LLC | 4.34% |
Added 55.21%
|
138,873 | $12,018,000.0 |
| Apollon Wealth Management, LLC | 0.29% |
Reduced 4.54%
|
126,126 | $12,134,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% |
Added 0.84%
|
125,357 | $12,061,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.02% |
No Change
|
124,208 | $12,671,000.0 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.01% |
No Change
|
121,908 | $10,309,000.0 |