A detailed history of Institute For Wealth Management, Llc. transactions in John Hancock Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,992 shares of HTD stock, worth $217,825. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,992
Previous 9,992 -0.0%
Holding current value
$217,825
Previous $201,000 15.42%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$18.49 - $20.75 $184,752 - $207,334
9,992 New
9,992 $201,000
Q4 2023

Jan 31, 2024

SELL
$16.17 - $19.08 $41,459 - $48,921
-2,564 Reduced 20.1%
10,192 $193,000
Q1 2023

Apr 20, 2023

SELL
$20.14 - $24.69 $8,056 - $9,876
-400 Reduced 3.04%
12,756 $271,000
Q4 2021

Jan 21, 2022

SELL
$22.95 - $26.15 $757 - $862
-33 Reduced 0.25%
13,156 $344,000
Q2 2021

Jul 21, 2021

SELL
$23.49 - $25.68 $375 - $410
-16 Reduced 0.12%
13,189 $328,000
Q1 2021

May 04, 2021

SELL
$20.67 - $23.49 $1,012 - $1,151
-49 Reduced 0.37%
13,205 $310,000
Q1 2020

Apr 29, 2020

SELL
$12.06 - $27.93 $5,270 - $12,205
-437 Reduced 3.19%
13,254 $233,000
Q4 2019

Feb 27, 2020

BUY
$26.57 - $28.31 $353,832 - $377,004
13,317 Added 3560.7%
13,691 $374,000
Q4 2019

Jan 27, 2020

SELL
$26.57 - $28.31 $353,832 - $377,004
-13,317 Reduced 97.27%
374 $374,000
Q3 2018

Oct 29, 2018

BUY
$22.7 - $23.77 $9,761 - $10,221
430 Added 3.24%
13,691 $319,000
Q4 2017

Feb 12, 2018

BUY
$24.57 - $26.0 $20,098 - $21,268
818 Added 6.57%
13,261 $327,000
Q2 2017

Aug 14, 2017

BUY
N/A
12,443
12,443 $319,000

Others Institutions Holding HTD

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...
More about HTD
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.