A detailed history of Beverly Hills Private Wealth, LLC transactions in Dtf Tax Free Income 2028 Term Fund Inc stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 58,502 shares of DTF stock, worth $652,882. This represents 0.14% of its overall portfolio holdings.

Number of Shares
58,502
Previous 28,512 105.18%
Holding current value
$652,882
Previous $307 Million 109.19%
% of portfolio
0.14%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$10.64 - $11.03 $319,093 - $330,789
29,990 Added 105.18%
58,502 $641 Million
Q1 2024

May 08, 2024

BUY
$10.67 - $11.04 $304,223 - $314,772
28,512 New
28,512 $307 Million

Others Institutions Holding DTF

About DTF TAX-FREE INCOME 2028 TERM FUND INC


  • Ticker DTF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • DTF Tax-Free Income 2028 Term Fund Inc. is a closed-ended fixed income mutual fund launched by Virtus Investment Partners, Inc. The fund is managed by Duff & Phelps Investment Management Co. It invests primarily in a diversified portfolio of investment grade tax-exempt utility obligations. The fund invests in various sectors, such as water a...
More about DTF
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.