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Platte River Wealth Advisors, LLC

SEC CIK
0001802013
Latest filing
Oct 7, 2024

HTD holding history

John Hancock Tax-Advantaged Dividend Income Fund in every 13F filed by Platte River Wealth Advisors, 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 Q3 2024 holdings

Shares (Q3 2024)
27,720
Value
$643.7K
% of portfolio
0.2%
Quarters held
15
Since Q1 2021
Holdings of HTD by Platte River Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202427,720$643.7K0.2%+1,000+3.7%AddedHolders
Q2 202426,720$540.0K0.2%−72−0.3%ReducedHolders
Q1 202426,792$526.7K0.2%+5,588+26.4%AddedHolders
Q4 202321,204$402.2K0.1%−7,505−26.1%ReducedHolders
Q3 202328,709$509.9K0.2%+2,445+9.3%AddedHolders
Q2 202326,264$535.8K0.2%−27,415−51.1%ReducedHolders
Q1 202353,679$1.14M0.4%−2,706−4.8%ReducedHolders
Q4 202256,385$1.29M0.5%+1,730+3.2%AddedHolders
Q3 202254,655$1.15M0.5%+2,245+4.3%AddedHolders
Q2 202252,410$1.20M0.5%−915−1.7%ReducedHolders
Q1 202253,325$1.36M0.5%+350+0.7%AddedHolders
Q4 202152,975$1.39M0.5%+3,420+6.9%AddedHolders
Q3 202149,555$1.13M0.4%+2,782+5.9%AddedHolders
Q2 202146,773$1.17M0.4%+3,590+8.3%AddedHolders
Q1 202143,183$1.03M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.