Atlas Wealth LLC Dtf Tax Free Income 2028 Term Fund Inc Transaction History

Atlas Wealth LLC

$232 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$10.64 - $11.03 $5.66 Million - $5.87 Million	532,093 New	532,093 $5.88 Billion
Q3 2023 Nov 07, 2023	BUY	$10.65 - $11.07 $1.04 Million - $1.09 Million	98,117 Added 43.07%	325,914 $3.48 Billion
Q2 2023 Aug 08, 2023	BUY	$10.66 - $11.14 $384,985 - $402,321	36,115 Added 18.84%	227,797 $2.5 Billion
Q1 2023 May 09, 2023	BUY	$10.74 - $11.35 $436,946 - $461,763	40,684 Added 26.94%	191,682 $2.12 Billion
Q4 2022 Feb 14, 2023	BUY	$10.65 - $11.59 $1.61 Million - $1.75 Million	150,998 New	150,998 $1.65 Billion

Others Institutions Holding DTF

# of Institutions

31

Shares Held

2.94M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

516K
Shares

$5.8 Million
0.04% of portfolio
Hara Capital LLC Bellevue, WA

462K
Shares

$5.19 Million
3.18% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

431K
Shares

$4.84 Million
0.27% of portfolio
Almitas Capital LLC Santa Monica, CA

327K
Shares

$3.68 Million
1.72% of portfolio
1607 Capital Partners, LLC Richmond, VA

318K
Shares

$3.57 Million
0.33% 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...

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