Sea Crest Wealth Management, LLC Dtf Tax Free Income 2028 Term Fund Inc Transaction History

Sea Crest Wealth Management, LLC

$902 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$11.54 - $12.99 $14,713 - $16,562	1,275 New	1,275 $15,000
Q2 2019 Jul 19, 2019	SELL	$13.25 - $13.96 $20,338 - $21,428	-1,535 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	$13.03 - $13.4 $2,084 - $2,144	-160 Reduced 9.44%	1,535 $20,000
Q4 2017 Feb 02, 2018	BUY	$13.93 - $14.34 $23,611 - $24,306	1,695	1,695 $24,000

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

$5.8 Million
0.04% of portfolio
Hara Capital LLC Bellevue, WA

462K
Shares

$5.2 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

$3.68 Million
1.72% of portfolio
1607 Capital Partners, LLC Richmond, VA

318K
Shares

$3.57 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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