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DTF Tax Free Income shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of DTF Tax Free Income (DTF) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in DTF Tax Free Income

Tip: Access up to 7 years of quarterly data

All positions including DTF Tax Free Income held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DTF Tax Free Income by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 101k 11.27
2024-03-31 $307k 29k 10.75

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
JPMorgan Chase & Co. (JPM)
Philip Morris International (PM)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Broadcom (AVGO)
Comcast Corp Cl A (CMCSA)
UnitedHealth (UNH)

View all positions for Beverly Hills Private Wealth

Top funds holding DTF Tax Free Income

Atlas Wealth
Kovitz Investment Group Partners
Hara Capital
Rivernorth Capital Management
Almitas Capital
1607 Capital Partners
Morgan Stanley
CI Private Wealth
Allspring Global Investments Holdings
Beverly Hills Private Wealth
City of London Investment Management Company
Logan Stone Capital
Thrivent Financial for Lutherans
Nuveen Asset Management
Sanctuary Advisors

View all funds holding DTF Tax Free Income