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Choice Wealth Advisors LLC → HTD
Choice Wealth Advisors LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$14.5M
Q3 2026
Peak value
$15.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.9M |
| Q4 2025 | $13.1M |
| Q1 2026 | $13.5M |
| Q2 2026 | $15.1M |
| Q3 2026 | $14.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.5M | 202.6K | — | — |
| Q2 2026 | $15.1M | 201.3K | — | — |
| Q1 2026 | $13.5M | 201.1K | — | — |
| Q4 2025 | $13.1M | 199.6K | — | — |
| Q3 2025 | $12.9M | 199.1K | — | — |
Other funds holding HTD
$285.1M
$225.8M