Atlas Wealth LLC Mfs Investment Grade Municipal Trust Transaction History

Atlas Wealth LLC

$232 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$7.07 - $7.67 $8,724 - $9,464	1,234 Added 4.74%	27,246 $193 Million
Q2 2023 Aug 08, 2023	SELL	$7.09 - $7.5 $30,550 - $32,317	-4,309 Reduced 14.21%	26,012 $193 Million
Q1 2023 May 09, 2023	SELL	$7.1 - $7.73 $45,802 - $49,866	-6,451 Reduced 17.54%	30,321 $224 Million
Q4 2022 Feb 14, 2023	BUY	$6.55 - $7.41 $240,856 - $272,480	36,772 New	36,772 $262 Million

Others Institutions Holding CXH

# of Institutions

34

Shares Held

2.82M

Call Options Held

0

Put Options Held

0

Almitas Capital LLC Santa Monica, CA

477K
Shares

$3.76 Million
1.83% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

449K
Shares

$3.54 Million
1.86% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

403K
Shares

$3.17 Million
0.18% of portfolio
Sit Investment Associates Inc Minneapolis, MN

373K
Shares

$2.94 Million
0.07% of portfolio
Icon Advisers Inc Greenwood Village, CO

237K
Shares

$1.86 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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