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DTF
DTF Tax-Free Income 2028 Term Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $4.77K | -$11.1K | -989 | -70% |
|
|
PWMG
27
Prestige Wealth Management Group
Flemington,
New Jersey
| $4.51K | – | – | – |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $3.12K | -$1.88K | -168 | -38% |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $374 | +$370 | +33 | New |
|
30
CIBC Private Wealth Group
Atlanta,
Georgia
| $11 | – | – | – |
|
|
AW
31
Atlas Wealth
Cincinnati,
Ohio
| – | -$5.88M | -532,093 | Closed |
|
|
FPCP
32
Fort Point Capital Partners
San Francisco,
California
| – | -$231K | -21,100 | Closed |
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$202K | -18,428 | Closed |
|
|
LCM
34
Landscape Capital Management
Englewood,
New Jersey
| – | -$198K | -18,038 | Closed |
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$131K | -11,988 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -1,450 | Closed |
|
|
GLR
37
Great Lakes Retirement
Sandusky,
Ohio
| – | -$2.16K | -197 | Closed |
|