Kestra Advisory Services, LLC Mfs Charter Income Trust Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 107,630 shares of MCR stock, worth $681,297. This represents 0.0% of its overall portfolio holdings.
Number of Shares
107,630
Previous 110,744
2.81%
Holding current value
$681,297
Previous $704,000
1.99%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding MCR
# of Institutions
66Shares Held
17.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.06MShares$51 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN3.44MShares$21.7 Million0.45% of portfolio
-
Allspring Global Investments Holdings, LLC1.28MShares$8.07 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA525KShares$3.32 Million0.0% of portfolio
-
Granite Shares Advisors LLC481KShares$3.04 Million1.96% of portfolio
About MFS CHARTER INCOME TRUST
- Ticker MCR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and ot...