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B. Riley Wealth Advisors, Inc. → HTD
B. Riley Wealth Advisors, Inc. HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
6
Latest value
$3.9M
Q3 2026
Peak value
$5.2M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $5.2M |
| Q3 2025 | $3.6M |
| Q4 2025 | $3.8M |
| Q2 2026 | $263K |
| Q3 2026 | $231K |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 86.8K | — | — |
| Q3 2026 | $231K | 10.4K | — | — |
| Q2 2026 | $263K | 10.2K | — | — |
| Q4 2025 | $3.8M | 91.4K | — | — |
| Q3 2025 | $3.6M | 86.4K | — | — |
| Q1 2025 | $5.2M | 140.8K | — | — |
Other funds holding HTD
$285.1M
$225.8M