Venturi Wealth Management, LLC Mfs Investment Grade Municipal Trust Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Mfs Investment Grade Municipal Trust stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 360 shares of CXH stock, worth $2,890. This represents 0.0% of its overall portfolio holdings.
Number of Shares
360
Previous 360
-0.0%
Holding current value
$2,890
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CXH
# of Institutions
34Shares Held
2.82MCall Options Held
0Put Options Held
0-
Almitas Capital LLC Santa Monica, CA477KShares$3.83 Million1.83% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ449KShares$3.61 Million1.86% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL403KShares$3.23 Million0.18% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN373KShares$2.99 Million0.07% of portfolio
-
Icon Advisers Inc Greenwood Village, CO237KShares$1.9 Million0.43% of portfolio
About MFS INVESTMENT GRADE MUNICIPAL TRUST
- Ticker CXH
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bo...