Back to PDT
Prime Capital Investment Advisors, LLC → PDT
Prime Capital Investment Advisors, LLC PDT Position History
John Hancock Premium Dividend Fund • Financial Services
Quarters held
5
Latest value
$169K
Q3 2026
Peak value
$191K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $191K |
| Q4 2025 | $183K |
| Q1 2026 | $188K |
| Q2 2026 | $186K |
| Q3 2026 | $169K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $169K | 14.4K | — | — |
| Q2 2026 | $186K | 14.4K | — | — |
| Q1 2026 | $188K | 14.3K | — | — |
| Q4 2025 | $183K | 14.4K | — | — |
| Q3 2025 | $191K | 14.3K | — | — |
Other funds holding PDT
Other Prime Capital Investment Advisors, LLC positions
ETHA
$710.3MISHARES TR CORE S&P500 ETF
ETHA
$708.4MISHARES TR CORE S&P500 ETF
ETHA
$490MISHARES TR CORE US AGGBD ET
VGES
$393.7MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$387.4MVANGUARD INDEX FDS TOTAL STK MKT
VGES
$381MVANGUARD INDEX FDS MRNGSTR TTL STK
ETHA
$380.2MISHARES TR CORE US AGGBD ET
ETHA
$375.8MISHARES TR CORE US AGGBD ET