| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 75 | $799 | $974.25 | $175.25 | 21.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,317 | $56,552.7 | $56,013.07 | -$539.63 | -0.95% |
Jeff Ameen Spire Wealth Management | 617 | $10,310.07 | $8,014.83 | -$2,295.24 | -22.26% |
John Mezzasalma Mezzasalma Advisors LLC | 24,346 | $310,901.09 | $315,889.35 | $4,988.26 | 1.6% |
Kimberly Cappellano Private Wealth Asset Management LLC | 788 | $10,307 | $10,236.12 | -$70.88 | -0.69% |
| NYSE Exchange | US Country |
John Hancock Premium Dividend Fund is a closed-ended equity mutual fund that is both launched and managed by John Hancock Investment Management LLC, alongside its co-management by John Hancock Asset Management. The fund primarily focuses on investments within the public equity markets of the United States, with a strategic emphasis on allocating funds toward companies across various diversified sectors, particularly highlighting the utilities sector. The investment strategy centers around acquiring dividend-paying preferred stocks and common stocks of established companies. For performance evaluation, the fund utilizes a composite benchmark which consists of 70% Bank of America Merrill Lynch Preferred Stock DRD Eligible Index and 30% S&P 500 Utilities Index. Previously recognized as John Hancock Patriot Premium Dividend Fund II, the fund was formed on December 21, 1989, and is headquartered in the United States.