We are live on ! Find out more
DTF

DTF Tax-Free Income 2028 Term Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.95M +$6.97M +619,371 New
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$5.56M -$235K -20,892 -4%
AC
3
Almitas Capital
California
$3.62M -$55.6K -4,942 -2%
BHPW
4
Beverly Hills Private Wealth
California
$2.79M +$1.66M +148,014 +147%
HC
5
Hara Capital
Washington
$2.76M -$1.49M -132,754 -35%
RCM
6
Rivernorth Capital Management
Florida
$2.42M -$2.43M -215,628 -50%
1CP
7
1607 Capital Partners
Virginia
$2.36M -$1.2M -107,065 -34%
Corient Private Wealth
8
Corient Private Wealth
Florida
$1.15M -$141K -12,550 -11%
Morgan Stanley
9
Morgan Stanley
New York
$1.04M -$236K -21,000 -19%
COLIM
10
City of London Investment Management
United Kingdom
$796K
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$393K -$878K -78,100 -69%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$306K
Nuveen
13
Nuveen
North Carolina
$288K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$248K +$249K +22,095 New
CCA
15
Corps Capital Advisors
Texas
$213K +$214K +19,000 New
BW
16
Basepoint Wealth
Iowa
$213K +$866 +77 +0.4%
SA
17
Sanctuary Advisors
Indiana
$210K -$50.6K -4,500 -19%
JWCA
18
J.W. Cole Advisors
Florida
$166K +$28.1K +2,500 +20%
ACA
19
Aptus Capital Advisors
Alabama
$163K
MWM
20
Melfa Wealth Management
Massachusetts
$161K
GS
21
GWN Securities
Florida
$155K +$155K +13,800 New
UBS Group
22
UBS Group
Switzerland
$90.4K +$85.9K +7,641 +1,806%
FGC
23
Financial Gravity Companies
Texas
$36.2K +$36.4K +3,232 New
Osaic Holdings
24
Osaic Holdings
Arizona
$17.3K -$7.87K -700 -31%
CB
25
Centennial Bank
Arkansas
$16.8K -$16.9K -1,500 -50%