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Duff & Phelps Global shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Duff & Phelps Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duff & Phelps Global by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 21k 12.71

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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