Ep Wealth Advisors, LLC Mfs Intermediate Income Trust Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 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 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
Others Institutions Holding MIN
# of Institutions
102Shares Held
55.7MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN22.7MShares$60 Million1.38% of portfolio
-
Karpus Management, Inc. Pittsford, NY8.83MShares$23.3 Million0.78% of portfolio
-
Allspring Global Investments Holdings, LLC7.87MShares$20.8 Million0.03% of portfolio
-
1607 Capital Partners, LLC Richmond, VA5.55MShares$14.7 Million1.38% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.66MShares$4.39 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...