Melfa Wealth Management, LLC Sells in Q4 2024

Melfa Wealth Management, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Income Tr Inc
-2.81K
- 0.75%
N/A
372K $4.28B
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-1.62K
- 0.83%
$11.44 - $13.22 $18.5K - $21.4K
194K $2.24B
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-4.5K
- 4.97%
$16.46 - $17.94 $74.1K - $80.7K
86.1K $1.42B
KTF
Dws Municipal Income Trust

Financial Services
-13K
- 8.07%
$9.43 - $10.2 $123K - $133K
148K $1.4B
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
-10.4K
- 11.29%
$7.47 - $8.54 $77.7K - $88.9K
81.8K $613M
DFAX
Dimensional ETF Tr
-125
- 0.18%
$24.76 - $27.04 $3.1K - $3.38K
67.8K $1.69B
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-9.84K
- 9.85%
$14.45 - $15.15 $142K - $149K
90K $1.36B
BGT
Blackrock Floating Rate Income Trust

Financial Services
-9.41K
- 9.85%
$12.69 - $13.4 $119K - $126K
86.2K $1.11B
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-6.21K
- 5.57%
$12.11 - $12.77 $75.3K - $79.4K
105K $1.28B
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-417
- 0.49%
$10.92 - $12.66 $4.55K - $5.28K
85.1K $940M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-4.99K
- 10.27%
$10.97 - $12.21 $54.8K - $60.9K
43.6K $483M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-5.64K
- 14.17%
$12.32 - $13.02 $69.5K - $73.5K
34.2K $421M
PMF
Pimco Municipal Income Fund

Financial Services
-6.62K
- 32.01%
$8.88 - $10.38 $58.7K - $68.7K
14K $126M
VLT
Invesco High Income Trust Ii

Financial Services
-3.07K
- 3.93%
$10.94 - $11.59 $33.5K - $35.5K
75K $822M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-49
- 0.39%
$58.88 - $64.8 $2.89K - $3.18K
12.4K $731M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
-5.34K
- 17.43%
$12.78 - $13.52 $68.3K - $72.3K
25.3K $325M
NCA
Nuveen California Municipal Value Fund

Financial Services
-565
- 0.69%
$8.37 - $9.19 $4.73K - $5.19K
81.1K $685M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-3.73K
- 4.36%
$9.64 - $10.11 $35.9K - $37.7K
81.8K $802M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10
- 0.02%
$40.38 - $44.35 $404 - $444
63.9K $2.62B
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-62
- 0.13%
$10.81 - $11.94 $670 - $740
47K $511M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-6.27K
- 5.33%
$8.74 - $9.22 $54.8K - $57.8K
111K $993M
MFM
Mfs Municipal Income Trust

Financial Services
-352
- 0.31%
$5.3 - $5.75 $1.87K - $2.02K
113K $606M
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
-176
- 0.38%
$10.43 - $11.47 $1.84K - $2.02K
46.6K $491M
PDI
Pimco Dynamic Income Fund

Financial Services
-307
- 1.79%
$18.33 - $20.85 $5.63K - $6.4K
16.8K $308M
DVY
Ishares Tr

ETFs
-200
- 9.52%
$129.55 - $143.41 $25.9K - $28.7K
1.9K $249M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-86
- 1.1%
$44.04 - $49.49 $3.79K - $4.26K
7.77K $342M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.35K
- 1.34%
$7.83 - $8.16 $10.6K - $11K
99.8K $784M
IVW
Ishares S&P 500 Growth ETF

ETFs
-500
- 12.42%
$94.43 - $105.47 $47.2K - $52.7K
3.53K $358M
IWD
Ishares Russell 1000 Val ETF

ETFs
-55
- 1.65%
$183.23 - $199.79 $10.1K - $11K
3.28K $606M
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
-500
- 0.98%
$6.9 - $7.5 $3.45K - $3.75K
50.6K $359M
VBR
Vanguard Small Cap Value ETF

ETFs
-22
- 1.3%
$197.36 - $217.3 $4.34K - $4.78K
1.67K $332M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-98
- 0.38%
$10.84 - $11.38 $1.06K - $1.12K
26K $283M
OEF
Ishares S&P 100 ETF

ETFs
-48
- 4.37%
N/A
1.05K $303M
VUG
Vanguard Growth ETF

ETFs
-50
- 5.71%
$378.79 - $428.11 $18.9K - $21.4K
825 $338M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-86
- 0.61%
$11.34 - $12.27 $975 - $1.06K
13.9K $166M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.8%
$370.24 - $418.94 $1.85K - $2.09K
620 $249M
IVV
Ishares Core S&P 500 ETF

ETFs
-64
- 1.28%
$570.51 - $610.59 $36.5K - $39.1K
4.93K $2.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 0.47%
$567.81 - $607.81 $9.65K - $10.3K
3.63K $2.13B
NVDA
Nvidia Corp

Technology
-9
- 0.07%
$117.0 - $148.88 $1.05K - $1.34K
13.4K $1.8B
Activity Summary
Buys All Purchases 59 New Holdings 4 Increased Positions 55 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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