Liberty Wealth Management LLC John Hancock Tax Advantaged Dividend Income Fund Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$22.95 - $26.15 $16,065 - $18,305	-700 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$23.49 - $25.68 $392,987 - $429,626	-16,730 Reduced 95.98%	700 $17,000
Q2 2021 Aug 13, 2021	BUY	$23.49 - $25.68 $392,987 - $429,626	16,730 Added 2390.0%	17,430 $700,000
Q4 2018 Mar 26, 2019	BUY	$19.7 - $23.43 $13,790 - $16,401	700 New	700 $14,000

Others Institutions Holding HTD

# of Institutions

97

Shares Held

5.66M

Call Options Held

0

Put Options Held

0

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...

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