Morris Retirement Advisors, LLC John Hancock Tax Advantaged Dividend Income Fund Transaction History
Morris Retirement Advisors, LLC
- $211 Million
- Q2 2025
A detailed history of Morris Retirement Advisors, LLC transactions in John Hancock Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 28,208 shares of HTD stock, worth $688,275. This represents 0.31% of its overall portfolio holdings.
Number of Shares
28,208
Previous 28,773
1.96%
Holding current value
$688,275
Previous $683,000
3.51%
% of portfolio
0.31%
Previous 0.37%
Shares
19 transactions
Others Institutions Holding HTD
# of Institutions
103Shares Held
6.48MCall Options Held
0Put Options Held
0-
Ubs Group Ag718KShares$17.5 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA546KShares$13.3 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC477KShares$11.6 Million0.03% of portfolio
-
Morgan Stanley New York, NY395KShares$9.64 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL363KShares$8.86 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...