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Duff & Phelps Global shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Duff & Phelps Global (DPG) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Duff & Phelps Global

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

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Quarterly reported holdings in Duff & Phelps Global by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $133k 11k 11.74

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Duff & Phelps Global

Morgan Stanley
Karpus Investment Management
Wells Fargo & Company
Allspring Global Investments Holdings
United Advisor Group
LPL Financial
Raymond James Financial Services Advisors
J.w. Cole Advisors
Consolidated Portfolio Review Corp
Cohen & Steers Capital Management
CNH Partners
Raymond James & Associates
Royal Bank of Canada
Advisors Asset Management
Intrinsic Edge Capital Management

View all funds holding Duff & Phelps Global