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John Hancock Tax-Advantage Dvd Incom shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of John Hancock Tax-Advantage Dvd Incom (HTD) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in John Hancock Tax-Advantage Dvd Incom

Tip: Access up to 7 years of quarterly data

All positions including John Hancock Tax-Advantage Dvd Incom held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Hancock Tax-Advantage Dvd Incom by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $695k 30k 23.39
2025-03-31 $604k 25k 23.93

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Select Sector Spdr Tr Communication (XLC)
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View all positions for Congress Wealth Management LLC / DE /

Top funds holding John Hancock Tax-Advantage Dvd Incom

UBS Group
Invesco
Captrust Financial Advisors
Morgan Stanley
Guggenheim Capital, LLC Managers
Raymond James Financial
LPL Financial
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Cetera Investment Advisers
First Trust Advisors
Stifel Financial
Live Oak Private Wealth
Newbridge Financial Services Group

View all funds holding John Hancock Tax-Advantage Dvd Incom