Beverly Hills Private Wealth, LLC Dtf Tax Free Income 2028 Term Fund Inc Transaction History
Beverly Hills Private Wealth, LLC
- $506 Billion
- Q1 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in Dtf Tax Free Income 2028 Term Fund Inc stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 306,088 shares of DTF stock, worth $3.44 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
306,088
Previous 248,947
22.95%
Holding current value
$3.44 Million
Previous $2.79 Billion
22.9%
% of portfolio
0.68%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding DTF
# of Institutions
32Shares Held
3.05MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN619KShares$6.97 Million0.16% of portfolio
-
Kovitz Investment Group Partners, LLC495KShares$5.57 Million0.02% of portfolio
-
Almitas Capital LLC Santa Monica, CA322KShares$3.63 Million1.76% of portfolio
-
Hara Capital LLC Bellevue, WA248KShares$2.79 Million1.88% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL215KShares$2.42 Million0.14% of portfolio
About DTF TAX-FREE INCOME 2028 TERM FUND INC
- Ticker DTF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- DTF Tax-Free Income 2028 Term Fund Inc. is a closed-ended fixed income mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff & Phelps Investment Management Co. It invests primarily in a diversified portfolio of investment grade tax-exempt utility obligations. The fund invests in various sectors, such as water a...