Wealthcare Advisory Partners LLC Mfs Investment Grade Municipal Trust Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$7.25 - $8.52 $95,366 - $112,072	-13,154 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$8.59 - $9.0 $16,819 - $17,622	-1,958 Reduced 12.96%	13,154 $115,000
Q3 2017 Nov 15, 2017	BUY	$9.94 - $10.32 $150,213 - $155,955	15,112	15,112 $151,000

Others Institutions Holding CXH

# of Institutions

39

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Almitas Capital LLC Santa Monica, CA

477K
Shares

$3.92 Million
1.63% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

449K
Shares

$3.69 Million
1.68% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

342K
Shares

$2.81 Million
0.14% of portfolio
Icon Advisers Inc Greenwood Village, CO

240K
Shares

$1.97 Million
0.44% of portfolio
Saba Capital Management, L.P. New York, NY

233K
Shares

$1.91 Million
0.03% 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...

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