CWM
HTD

Congress Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Congress Wealth Management’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$695K Buy
29,728
+4,507
+18% +$105K 0.01% 818
2025
Q1 		$604K Buy
+25,221
New +$604K 0.01% 758