A detailed history of Wellspring Financial Advisors, LLC transactions in Invesco Quality Municipal Income Trust stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 15,100 shares of IQI stock, worth $150,547. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,100
Previous 29,000 47.93%
Holding current value
$150,547
Previous $288 Million 45.2%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 13, 2024

SELL
$9.86 - $10.44 $137,054 - $145,116
-13,900 Reduced 47.93%
15,100 $158 Million
Q2 2024

Aug 12, 2024

BUY
$9.28 - $9.96 $120,639 - $129,480
13,000 Added 81.25%
29,000 $288 Million
Q4 2022

Feb 13, 2023

BUY
$8.8 - $9.97 $140,800 - $159,520
16,000 New
16,000 $150,000

Others Institutions Holding IQI

About Invesco Quality Municipal Income Trust


  • Ticker IQI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Invesco Quality Municipal Income Trust is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, INVESCO Asset Management (Japan) Limited, Invesco Hong Kong Limited, INVESCO Senior Secured Management, Inc., and...
More about IQI
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