Ibex Wealth Advisors Dtf Tax Free Income 2028 Term Fund Inc Call Options Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DTF
# of Institutions
32Shares Held
3.09MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN918KShares$10.4 Million0.22% of portfolio
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Kovitz Investment Group Partners, LLC471KShares$5.36 Million0.02% of portfolio
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Almitas Capital LLC Santa Monica, CA350KShares$3.98 Million1.85% of portfolio
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Beverly Hills Private Wealth, LLC Beverly Hills, CA313KShares$3.56 Million0.66% of portfolio
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Hara Capital LLC Bellevue, WA275KShares$3.13 Million1.85% 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...