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DTF
DTF Tax-Free Income 2028 Term Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWPS
26
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $14.3K | +$14.2K | +1,250 | New |
|
|
WOSD
27
WFA of San Diego
San Diego,
California
| $11.4K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $9.22K | -$11.9K | -1,043 | -56% |
|
|
CWM
29
Cedar Wealth Management
Walnut Creek,
California
| $8.36K | +$8.32K | +732 | New |
|
30
UBS Group
Zurich,
Switzerland
| $6.82K | -$104K | -9,170 | -94% |
|
31
Wells Fargo
San Francisco,
California
| $5.72K | – | – | – |
|
|
PWMG
32
Prestige Wealth Management Group
Flemington,
New Jersey
| $4.57K | – | – | – |
|
33
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$5.34M | -466,941 | Closed |
|
|
SPIA
34
Steward Partners Investment Advisory
New York
| – | -$3.17K | -277 | Closed |
|