Ifp Advisors, Inc Dtf Tax Free Income 2028 Term Fund Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 07, 2018	SELL	$13.03 - $13.4 $26,060 - $26,800	-2,000 Closed	0 $0
Q4 2017 Jan 24, 2018	SELL	$13.93 - $14.34 $18,081 - $18,613	-1,298 Reduced 39.36%	2,000 $0
Q2 2017 Jun 03, 2019	BUY	N/A	990 Added 42.89%	3,298 $48,000
Q2 2016 Jun 03, 2019	BUY	N/A	2,308	2,308 $39,000

Others Institutions Holding DTF

# of Institutions

32

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Kovitz Investment Group Partners, LLC

516K
Shares

$5.79 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

$3.67 Million
1.72% of portfolio
1607 Capital Partners, LLC Richmond, VA

318K
Shares

$3.56 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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