Blue Bell Private Wealth Management »

Duff & Phelps Global shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Duff & Phelps Global (DPG) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Duff & Phelps Global

Tip: Access up to 7 years of quarterly data

All positions including Duff & Phelps Global held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duff & Phelps Global by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 2.7k 9.56
2023-12-31 $25k 2.7k 9.17

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Duff & Phelps Global

Cornerstone Advisors
Wells Fargo & Company
Saba Capital Management
Allspring Global Investments Holdings
Landscape Capital Management
UBS Group
Wolverine Asset Management
Raymond James Financial Services Advisors
Rpo
Royal Bank of Canada
PFG Investments
Raymond James & Associates
Consolidated Portfolio Review Corp
J.w. Cole Advisors
Advisor Group Holdings

View all funds holding Duff & Phelps Global