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DTF
DTF Tax-Free Income 2028 Term Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
26
Chilton Capital Management
Houston,
Texas
| $33K | +$33K | +2,300 | New |
|
|
AWA
27
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $26K | +$26.6K | +1,855 | New |
|
28
Bank of America
Charlotte,
North Carolina
| $21K | -$74.7K | -5,209 | -78% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $21K | – | – | – |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $20K | – | – | – |
|
|
AWM
32
Accel Wealth Management
Waverly,
Iowa
| $15K | +$100 | +7 | +0.7% |
|
|
PWMG
33
Prestige Wealth Management Group
Flemington,
New Jersey
| $6K | – | – | – |
|
|
VCM
34
Vivaldi Capital Management
Chicago,
Illinois
| – | -$734K | -50,812 | Closed |
|
|
KAS
35
Kestra Advisory Services
Austin,
Texas
| – | -$164K | -11,336 | Closed |
|