Back to HTD
Garrett Wealth Advisory Group, LLC → HTD
Garrett Wealth Advisory Group, LLC HTD Position History
John Hancock Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
5
Latest value
$41M
Q3 2026
Peak value
$42.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.6M |
| Q4 2025 | $36.6M |
| Q1 2026 | $37.8M |
| Q2 2026 | $42.9M |
| Q3 2026 | $41M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41M | 574.0K | — | — |
| Q2 2026 | $42.9M | 572.4K | — | — |
| Q1 2026 | $37.8M | 562.8K | — | — |
| Q4 2025 | $36.6M | 559.4K | — | — |
| Q3 2025 | $34.6M | 534.7K | — | — |
Other funds holding HTD
$285.1M
$225.8M