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ENZI WEALTH HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$238K
Q3 2026
Peak value
$38.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $38.5M |
| Q3 2025 | $214K |
| Q4 2025 | $13.7M |
| Q4 2025 | $229K |
| Q1 2026 | $12.3M |
| Q1 2026 | $221K |
| Q2 2026 | $13.1M |
| Q2 2026 | $248K |
| Q3 2026 | $12.9M |
| Q3 2026 | $238K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $238K | 5.2K | — | — |
| Q3 2026 | $12.9M | 176.8K | — | — |
| Q2 2026 | $248K | 5.2K | — | — |
| Q2 2026 | $13.1M | 177.1K | — | — |
| Q1 2026 | $221K | 5.2K | — | — |
| Q1 2026 | $12.3M | 183.5K | — | — |
| Q4 2025 | $229K | 5.2K | — | — |
| Q4 2025 | $13.7M | 200.5K | — | — |
| Q3 2025 | $214K | 5.2K | — | — |
| Q3 2025 | $38.5M | 603.1K | — | — |
Other funds holding HTD
$285.1M
$225.8M