Drive Wealth Management, LLC Mfs Investment Grade Municipal Trust Transaction History

Drive Wealth Management, LLC

$380 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	SELL	$6.55 - $7.41 $21,844 - $24,712	-3,335 Reduced 14.29%	19,996 $0
Q3 2022 Nov 14, 2022	BUY	$6.73 - $8.24 $18,433 - $22,569	2,739 Added 13.3%	23,331 $157,000
Q2 2022 Nov 14, 2022	SELL	$7.25 - $8.52 $6,097 - $7,165	-841 Reduced 3.92%	20,592 $156,000
Q1 2022 Nov 14, 2022	BUY	$8.32 - $10.13 $27,921 - $33,996	3,356 Added 18.57%	21,433 $183,000
Q4 2021 Nov 14, 2022	BUY	$9.74 - $10.31 $176,069 - $186,373	18,077 New	18,077 $186,000

Others Institutions Holding CXH

# of Institutions

34

Shares Held

2.76M

Call Options Held

0

Put Options Held

0

Almitas Capital LLC Santa Monica, CA

477K
Shares

$3.87 Million
1.83% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

449K
Shares

$3.64 Million
1.86% of portfolio
Sit Investment Associates Inc Minneapolis, MN

373K
Shares

$3.02 Million
0.07% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

342K
Shares

$2.77 Million
0.16% of portfolio
Icon Advisers Inc Greenwood Village, CO

237K
Shares

$1.92 Million
0.43% of portfolio

About MFS INVESTMENT GRADE MUNICIPAL TRUST

Ticker CXH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bo...

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