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 15,750 shares of MIN stock, worth $41,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,750
Previous 11,500 36.96%
Holding current value
$41,580
Previous $30,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$2.65 - $2.79 $11,262 - $11,857
4,250 Added 36.96%
15,750 $42,000
Q3 2023

Nov 22, 2023

BUY
$2.65 - $2.79 $30,475 - $32,085
11,500 New
11,500 $30,000

Others Institutions Holding MIN

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...
More about MIN
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