RDIA
HTD

RE Dickinson Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

RE Dickinson Investment Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$400 Buy
+20
New +$459 ﹤0.01% 255

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RE Dickinson Investment Advisors's HTD Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2024: 20 shares worth $400. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings.

92 funds tracked by Wall St. Rank hold HTD as of Q4 2024.

  • RE Dickinson Investment Advisors held 20 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $400 as of Q4 2024.
  • John Hancock Tax-Advantaged Dividend Income Fund was a new RE Dickinson Investment Advisors position in Q4 2024.
  • John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #255 holding.
  • 92 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.