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ícone de DTF

DTF Tax-Free Income 2028 Term Fund
DTF

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Sit Investment Associates
1
Sit Investment Associates
Minnesota
US$ 12,9 mi +US$ 2,21 mi +193.247 +21%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
US$ 4,91 mi -US$ 283 mil -24.749 -5%
AC
3
Almitas Capital
California
US$ 4,1 mi – – –
BHPW
4
Beverly Hills Private Wealth
California
US$ 3,88 mi -US$ 4,82 mil -421 -0,1%
HC
5
Hara Capital
Washington
US$ 3,55 mi +US$ 42,3 mil +3.700 +1%
Morgan Stanley
6
Morgan Stanley
New York
US$ 921 mil -US$ 34,3 mil -3.000 -4%
City of London Investment Management
7
City of London Investment Management
United Kingdom
US$ 820 mil – – –
TJHA
8
Thomas J. Herzfeld Advisors
Florida
US$ 754 mil +US$ 591 mil +51.604 +378%
1607 Capital Partners
9
1607 Capital Partners
Virginia
US$ 740 mil -US$ 475 mil -41.518 -39%
LPL Financial
10
LPL Financial
California
US$ 715 mil +US$ 282 mil +24.612 +66%
AFC
11
Avise Financial Cooperative
California
US$ 542 mil -US$ 1,08 mil -94 -0,2%
4WM
12
49 Wealth Management
Texas
US$ 258 mil +US$ 255 mil +22.315 Nova
A
13
Alongside
Texas
US$ 258 mil +US$ 255 mil +22.315 Nova
BW
14
Basepoint Wealth
Iowa
US$ 225 mil -US$ 3,82 mil -334 -2%
Karpus Investment Management
15
Karpus Investment Management
New York
US$ 222 mil – – –
CCA
16
Corps Capital Advisors
Texas
US$ 219 mil – – –
Corient Private Wealth
17
Corient Private Wealth
Florida
US$ 202 mil -US$ 263 -23 -0,1%
Nuveen
18
Nuveen
North Carolina
US$ 186 mil – – –
CEFA
19
Closed-End Fund Advisors
Virginia
US$ 185 mil +US$ 17,7 mil +1.543 +11%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
US$ 176 mil -US$ 140 mil -12.260 -45%
Savvy Advisors Inc
21
Savvy Advisors Inc
New York
US$ 168 mil – – –
Citadel Advisors
22
Citadel Advisors
Florida
US$ 155 mil +US$ 153 mil +13.404 Nova
MWM
23
Melfa Wealth Management
Massachusetts
US$ 126 mil – – –
Sanctuary Advisors
24
Sanctuary Advisors
Indiana
US$ 116 mil -US$ 95 mil -8.300 -45%
Financial Gravity Companies
25
Financial Gravity Companies
Texas
US$ 37,3 mil +US$ 37 mil +3.232 Nova
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