Stock TransactionsDTF TAX-FREE INCOME 2028 TER

Total Bought
59,119
2 transactions
Total Sold
80,767
3 transactions
Net
-21,648
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Beverly Hills Private Wealth, LLC58,502100,933+42,4310.140.23+0.09buy
Hara Capital LLC362,231378,919+16,6882.542.66+0.12buy
Logan Stone Capital, LLC79,97960,985-18,9940.230.17-0.06sell
Almitas Capital LLC353,247327,374-25,8731.611.30-0.31sell
1607 Capital Partners, LLC353,601317,701-35,9000.350.33-0.02sell
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