Collaborative Wealth Managment Inc. Mfs Intermediate High Income Fund Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Mfs Intermediate High Income Fund stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 32,433 shares of CIF stock, worth $56,757. This represents 0.03% of its overall portfolio holdings.
Number of Shares
32,433
Previous 33,350
2.75%
Holding current value
$56,757
Previous $56,000
1.79%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding CIF
# of Institutions
22Shares Held
1.32MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN594KShares$1.04 Million0.02% of portfolio
-
Mosaic Family Wealth Partners, LLC St. Louis, MO161KShares$281,5410.04% of portfolio
-
New Edge Advisors, LLC New Orleans, LA107KShares$187,7750.0% of portfolio
-
Pin Oak Investment Advisors Inc Houston, TX102KShares$177,8000.16% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ88.1KShares$154,2150.0% of portfolio
About MFS INTERMEDIATE HIGH INCOME FUND
- Ticker CIF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Intermediate High Income Fund is a closed 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 high income debt instruments. The fund benchmarks the performance of its portfolio against Barclays U.S. High-Yield C...