Stonebridge Financial Planning Group, LLC Mfs Charter Income Trust Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 48,791 shares of MCR stock, worth $314,214. This represents 0.16% of its overall portfolio holdings.
Number of Shares
48,791
Previous 51,657
5.55%
Holding current value
$314,214
Previous $323,000
0.93%
% of portfolio
0.16%
Previous 0.17%
Shares
20 transactions
Others Institutions Holding MCR
# of Institutions
64Shares Held
15.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.13MShares$52.4 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC1.77MShares$11.4 Million0.02% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN1.59MShares$10.2 Million0.23% of portfolio
-
Invesco Ltd. Atlanta, GA514KShares$3.31 Million0.0% of portfolio
-
Shaker Financial Services, LLC448KShares$2.89 Million1.13% 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...