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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
| $15.5K | +$8.71K | +761 | +127% |
|
|
PWPS
27
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $14.3K | – | – | – |
|
|
WOSD
28
WFA of San Diego
San Diego,
California
| $11.4K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $5.74K | – | – | – |
|
|
PWMG
30
Prestige Wealth Management Group
Flemington,
New Jersey
| $4.58K | – | – | – |
|
31
Fidelity Investments
Boston,
Massachusetts
| $11 | +$11 | +1 | New |
|
|
SMA
32
Seven Mile Advisory
Ewing,
New Jersey
| – | -$1.44M | -126,477 | Closed |
|
|
ACA
33
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$166K | -14,545 | Closed |
|
|
GAMC
34
Garner Asset Management Corp
Plano,
Texas
| – | -$70.3K | -6,154 | Closed |
|
|
CWM
35
Cedar Wealth Management
Walnut Creek,
California
| – | -$8.36K | -732 | Closed |
|