Security Details
| Security Name: | IMGP BERKSHIRE DIVIDEND GR |
|---|---|
| Ticker: | BDVG |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 53700T751 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.01B | - | 8 | - |
| 2024-09-30 | $0.01B | +8.0% | 8 | 0.0% |
| 2024-12-31 | $0.01B | +9.8% | 10 | +25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| RE DICKINSON INVESTMENT ADVISORS, LLC | $2.0M | 173K | 1.1% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $0.6M | 47K | 0.0% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | $3.3M | 288K | 0.0% |
| TRUIST FINANCIAL CORP | $0.2M | 19K | 0.0% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $0.1M | 5K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | $0.5M | 43K | 0.0% |
| ORION PORTFOLIO SOLUTIONS, LLC | $0.3M | 23K | 0.0% |
| OSAIC HOLDINGS, INC. | $0.0M | 3K | 0.0% |
| APTUS CAPITAL ADVISORS, LLC | $0.1M | 5K | 0.0% |
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