Ep Wealth Advisors, LLC Mfs Intermediate Income Trust Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 11,750 shares of MIN stock, worth $30,785. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,750
Previous 15,750
25.4%
Holding current value
$30,785
Previous $42,000
26.19%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding MIN
# of Institutions
98Shares Held
57.6MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN26.3MShares$68.9 Million1.52% of portfolio
-
1607 Capital Partners, LLC Richmond, VA7.65MShares$20 Million1.68% of portfolio
-
Karpus Management, Inc. Pittsford, NY5.11MShares$13.4 Million0.57% of portfolio
-
Allspring Global Investments Holdings, LLC4.17MShares$10.9 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.03MShares$7.93 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...