Congress Wealth Management LLC John Hancock Tax Advantaged Dividend Income Fund Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in John Hancock Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Congress Wealth Management LLC holds 29,728 shares of HTD stock, worth $745,578. This represents 0.01% of its overall portfolio holdings.
Number of Shares
29,728
Previous 25,221
17.87%
Holding current value
$745,578
Previous $603,000
15.26%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HTD
# of Institutions
107Shares Held
6.58MCall Options Held
0Put Options Held
0-
Ubs Group Ag718KShares$18 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA546KShares$13.7 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC477KShares$12 Million0.03% of portfolio
-
Morgan Stanley New York, NY395KShares$9.91 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL363KShares$9.11 Million0.07% of portfolio
About JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND
- Ticker HTD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operatin...