A detailed history of Tolleson Wealth Management, Inc. transactions in Mfs Intermediate Income Trust stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 129,626 shares of MIN stock, worth $352,582. This represents 0.07% of its overall portfolio holdings.

Number of Shares
129,626
Previous 133,535 2.93%
Holding current value
$352,582
Previous $355,000 0.56%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$2.65 - $2.79 $10,358 - $10,906
-3,909 Reduced 2.93%
129,626 $353,000
Q2 2024

Aug 14, 2024

BUY
$2.57 - $2.67 $6,936 - $7,206
2,699 Added 2.06%
133,535 $355,000
Q4 2023

Feb 14, 2024

BUY
$2.55 - $2.81 $333,631 - $367,649
130,836 New
130,836 $351,000

Others Institutions Holding MIN

About MFS INTERMEDIATE INCOME TRUST


  • Ticker MIN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MFS Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets across the globe. It primarily invests in debt instruments. The fund seeks to benchmarks the performance of its portfolio against the Barclays Intermediate U.S. Govern...
More about MIN
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