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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

HTD holding history

John Hancock Tax-Advantaged Dividend Income Fund in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HTD overviewAll 13F holders of HTDFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of HTD by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−1,107−100.0%Sold outHolders
Q3 20231,107$19.7K<0.1%+1,107NewHolders