Back to HTD
BankPlus Wealth Management LLC → HTD
BankPlus Wealth Management LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $2M |
| Q1 2026 | $2.1M |
| Q2 2026 | $2.3M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 29.3K | — | — |
| Q2 2026 | $2.3M | 30.5K | — | — |
| Q1 2026 | $2.1M | 30.9K | — | — |
| Q4 2025 | $2M | 31.0K | — | — |
| Q3 2025 | $1.8M | 27.8K | — | — |
Other funds holding HTD
$285.1M
$225.8M