A detailed history of Summit Financial Wealth Advisors, LLC transactions in Dws Municipal Income Trust stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 25,400 shares of KTF stock, worth $252,984. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,400
Previous 25,400 -0.0%
Holding current value
$252,984
Previous $240,000 5.42%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$9.27 - $9.66 $4,635 - $4,830
-500 Reduced 1.93%
25,400 $240,000
Q1 2024

May 02, 2024

SELL
$8.79 - $9.09 $30,764 - $31,815
-3,500 Reduced 11.9%
25,900 $233,000
Q4 2023

Jan 19, 2024

SELL
$7.42 - $8.9 $52,956 - $63,519
-7,137 Reduced 19.53%
29,400 $261,000
Q2 2023

Jul 12, 2023

BUY
$8.45 - $8.92 $4,225 - $4,460
500 Added 1.39%
36,537 $314,000
Q4 2022

Jan 17, 2023

SELL
$7.95 - $8.97 $4,770 - $5,382
-600 Reduced 1.64%
36,037 $0
Q3 2022

Oct 28, 2022

SELL
$8.24 - $9.82 $16,480 - $19,640
-2,000 Reduced 5.18%
36,637 $294,000
Q2 2022

Jul 26, 2022

SELL
$8.81 - $10.41 $6,607 - $7,807
-750 Reduced 1.9%
38,637 $362,000
Q2 2021

Aug 09, 2021

BUY
$11.68 - $12.23 $154,176 - $161,436
13,200 Added 50.41%
39,387 $482,000
Q4 2020

Jan 11, 2021

SELL
$10.8 - $11.63 $153,360 - $165,146
-14,200 Reduced 35.16%
26,187 $290,000
Q3 2020

Nov 09, 2020

SELL
$10.77 - $11.53 $32,310 - $34,590
-3,000 Reduced 6.91%
40,387 $439,000
Q2 2020

Jul 16, 2020

SELL
$9.99 - $10.9 $97,902 - $106,820
-9,800 Reduced 18.43%
43,387 $474,000
Q1 2020

Apr 29, 2020

SELL
$8.91 - $11.95 $80,190 - $107,550
-9,000 Reduced 14.47%
53,187 $540,000
Q3 2019

Nov 05, 2019

BUY
$11.27 - $11.83 $1,543 - $1,620
137 Added 0.22%
62,187 $719,000
Q2 2019

Jul 16, 2019

SELL
$10.81 - $11.27 $17,296 - $18,032
-1,600 Reduced 2.51%
62,050 $699,000
Q1 2019

May 01, 2019

BUY
$10.55 - $11.02 $21,100 - $22,040
2,000 Added 3.24%
63,650 $703,000
Q4 2018

Feb 01, 2019

SELL
$10.12 - $10.65 $106,259 - $111,825
-10,500 Reduced 14.55%
61,650 $635,000
Q3 2018

Oct 22, 2018

BUY
$10.45 - $11.06 $753,967 - $797,979
72,150 New
72,150 $734,000

Others Institutions Holding KTF

About DWS MUNICIPAL INCOME TRUST


  • Ticker KTF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Deutsche Municipal Income Trust is a closed-ended fixed income mutual fund launched and managed by Deutsche Investment Management Americas, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment-grade tax-exempt municipal securities which are exempt from federal income tax. It seeks to invest i...
More about KTF
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.