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Duff & Phelps Global shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management investment in Duff & Phelps Global

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

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Quarterly reported holdings in Duff & Phelps Global by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13 1 13.00
2019-09-30 $1.3M 82k 15.89
2019-06-30 $1.8M 119k 15.31
2019-03-31 $322k 22k 14.96

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View all positions for Golden State Wealth Management

Top funds holding Duff & Phelps Global

Wells Fargo & Company
Advisors Asset Management
Kanen Wealth Management
Allspring Global Investments Holdings
Thomas J. Herzfeld Advisors
Raymond James Financial
LPL Financial
Cohen & Steers Capital Management
United Advisor Group
J.w. Cole Advisors
UBS Group
Pathstone Holdings
Royal Bank of Canada
Prevail Innovative Wealth Advisors
Goss Wealth Management

View all funds holding Duff & Phelps Global