Beverly Hills Private Wealth, LLC Dtf Tax Free Income 2028 Term Fund Inc Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
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 248,947 shares of DTF stock, worth $2.83 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
248,947
Previous 100,933
146.65%
Holding current value
$2.83 Million
Previous $1.14 Billion
145.44%
% of portfolio
0.56%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DTF
# of Institutions
34Shares Held
3.4MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN619KShares$7.03 Million0.16% of portfolio
-
Kovitz Investment Group Partners, LLC495KShares$5.62 Million0.02% of portfolio
-
Hara Capital LLC Bellevue, WA330KShares$3.74 Million2.39% of portfolio
-
Almitas Capital LLC Santa Monica, CA322KShares$3.66 Million1.76% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL215KShares$2.44 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...