Marion Wealth Management Mfs Special Value Trust Transaction History
Marion Wealth Management
- $335 Million
- Q1 2024
A detailed history of Marion Wealth Management transactions in Mfs Special Value Trust stock. As of the latest transaction made, Marion Wealth Management holds 17,668 shares of MFV stock, worth $0. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,668
Previous 17,075
3.47%
Holding current value
$0
Previous $69,000
13.04%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding MFV
# of Institutions
23Shares Held
474KCall Options Held
0Put Options Held
0-
Css LLC Chicago, IL78.4KShares$00.04% of portfolio
-
Quarry LP New York, NY74.5KShares$00.06% of portfolio
-
Core Cap Advisors, LLC Southfield, MI40.2KShares$00.01% of portfolio
-
Commonwealth Equity Services, LLC39.1KShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.7KShares$00.0% of portfolio
About MFS SPECIAL VALUE TRUST
- Ticker MFV
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Special Value Trust is a closed-ended balanced mutual fund launched and managed by Massachusetts Financial Services Company The fund invests in the public equity and fixed income markets of the United States. It primarily invests in value stocks of companies operating across diversified sectors. The fund employs fundamental analysis and a bo...