Altus Wealth Group LLC Mfs Investment Grade Municipal Trust Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$9.59 - $10.08 $53,991 - $56,750	-5,630 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$9.07 - $9.8 $51,064 - $55,174	5,630 New	5,630 $55,000

Others Institutions Holding CXH

# of Institutions

35

Shares Held

2.86M

Call Options Held

0

Put Options Held

0

Almitas Capital LLC Santa Monica, CA

477K
Shares

$3.79 Million
1.83% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

449K
Shares

$3.57 Million
1.86% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

403K
Shares

$3.2 Million
0.18% of portfolio
Sit Investment Associates Inc Minneapolis, MN

373K
Shares

$2.96 Million
0.07% of portfolio
Icon Advisers Inc Greenwood Village, CO

237K
Shares

$1.88 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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