Melfa Wealth Management, LLC Mfs Charter Income Trust Transaction History
Melfa Wealth Management, LLC
- $158 Billion
- Q2 2025
A detailed history of Melfa Wealth Management, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 10,750 shares of MCR stock, worth $68,370. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,750
Previous 20,250
46.91%
Holding current value
$68,370
Previous $127 Million
46.15%
% of portfolio
0.04%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding MCR
# of Institutions
67Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.94MShares$50.5 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN2.45MShares$15.6 Million0.36% of portfolio
-
Allspring Global Investments Holdings, LLC1.6MShares$10.2 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA514KShares$3.27 Million0.0% of portfolio
-
Granite Shares Advisors LLC439KShares$2.79 Million1.88% of portfolio
About MFS CHARTER INCOME TRUST
- Ticker MCR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and ot...