Ep Wealth Advisors, LLC Mfs Intermediate Income Trust Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Mfs Intermediate Income Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,500 shares of MIN stock, worth $31,395. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,500
Previous 11,500
-0.0%
Holding current value
$31,395
Previous $30,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding MIN
# of Institutions
95Shares Held
55.3MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN21.8MShares$59.6 Million1.34% of portfolio
-
Karpus Management, Inc. Pittsford, NY9.3MShares$25.4 Million0.76% of portfolio
-
Allspring Global Investments Holdings, LLC8.23MShares$22.5 Million0.04% of portfolio
-
1607 Capital Partners, LLC Richmond, VA5.57MShares$15.2 Million1.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.5MShares$4.09 Million0.0% of portfolio
About MFS INTERMEDIATE INCOME TRUST
- Ticker MIN
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Govern...