Accel Wealth Management Dtf Tax Free Income 2028 Term Fund Inc Transaction History

Accel Wealth Management

$230 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$11.21 - $12.43 $100 - $111	9 Added 0.81%	1,122 $13,000
Q2 2022 Aug 03, 2022	BUY	$11.54 - $12.99 $103 - $116	9 Added 0.82%	1,113 $14,000
Q1 2022 Apr 29, 2022	BUY	$12.66 - $14.26 $265 - $299	21 Added 1.94%	1,104 $14,000
Q4 2021 Jan 18, 2022	BUY	$14.2 - $14.5 $99 - $101	7 Added 0.65%	1,083 $15,000
Q3 2021 Nov 04, 2021	BUY	$14.44 - $15.06 $129 - $135	9 Added 0.84%	1,076 $16,000

Q2 2021 Aug 03, 2021	BUY	$14.4 - $15.02 $129 - $135	9 Added 0.85%	1,067 $16,000
Q1 2021 May 10, 2021	BUY	$14.11 - $14.9 $126 - $134	9 Added 0.86%	1,058 $15,000
Q4 2020 Jan 27, 2021	BUY	$14.2 - $15.05 $14,895 - $15,787	1,049 New	1,049 $16,000

Others Institutions Holding DTF

# of Institutions

30

Shares Held

3.01M

Call Options Held

0

Put Options Held

0

Relative Value Partners Group, LLC Northbrook, IL

524K
Shares

$5.79 Million
0.35% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

431K
Shares

$4.76 Million
0.24% of portfolio
1607 Capital Partners, LLC Richmond, VA

382K
Shares

$4.22 Million
0.33% of portfolio
Hara Capital LLC Bellevue, WA

365K
Shares

$4.03 Million
2.35% of portfolio
Almitas Capital LLC Santa Monica, CA

349K
Shares

$3.86 Million
1.79% 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.