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DWM Financial Group, Inc. → HTD
DWM Financial Group, Inc. HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
2
Latest value
$12.8M
Q3 2026
Peak value
$13.4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $13.4M |
| Q3 2026 | $12.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.8M | 179.1K | — | — |
| Q2 2026 | $13.4M | 204.7K | — | — |
Other funds holding HTD
$285.1M
$225.8M