Melfa Wealth Management, LLC Sells in Q3 2024

Melfa Wealth Management, LLC

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-758
- 15.34%
$453.41 - $572.44 $344K - $434K
4.18K $2.39B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.49K
- 13.45%
$51.0 - $57.07 $178K - $199K
22.5K $1.25B
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
-10.2K
- 32.5%
$9.37 - $9.99 $95.4K - $102K
21.2K $209M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-8.5K
- 6.74%
$8.36 - $9.0 $71.1K - $76.5K
118K $1.04B
MSFT
Microsoft Corp

Technology
-25
- 1.15%
$395.15 - $467.56 $9.88K - $11.7K
2.15K $927M
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
-2.64K
- 14.67%
$18.57 - $19.0 $49.1K - $50.2K
15.4K $290M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-4K
- 28.51%
$10.65 - $11.21 $42.6K - $44.8K
10K $112M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-3.62K
- 6.46%
$12.6 - $13.59 $45.6K - $49.2K
52.4K $692M
HFRO
Highland Income Fund\Ma

Financial Services
-2.76K
- 8.65%
$5.8 - $6.44 $16K - $17.8K
29.1K $179M
AMZN
Amazon Com Inc

Consumer Cyclical
-35
- 2.45%
$161.02 - $200.0 $5.64K - $7K
1.4K $260M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-133
- 7.8%
$130.03 - $143.03 $17.3K - $19K
1.57K $225M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-134
- 8.16%
$141.31 - $161.48 $18.9K - $21.6K
1.51K $243M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-152
- 6.72%
$111.27 - $122.66 $16.9K - $18.6K
2.11K $254M
V
Visa Inc.

Financial Services
-40
- 4.26%
$253.74 - $291.56 $10.1K - $11.7K
900 $248M
BGT
Blackrock Floating Rate Income Trust

Financial Services
-1.27K
- 1.31%
$12.37 - $13.2 $15.7K - $16.7K
95.6K $1.24B
DFAX
Dimensional ETF Tr
-4.2K
- 5.82%
$24.29 - $27.25 $102K - $114K
67.9K $1.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-468
- 5.51%
$57.32 - $62.65 $26.8K - $29.3K
8.02K $500M
JPM
Jpmorgan Chase & CO

Financial Services
-88
- 3.42%
$194.9 - $224.8 $17.2K - $19.8K
2.48K $524M
CHY
Calamos Convertible & High Income Fund

Financial Services
-730
- 4.09%
$11.13 - $12.01 $8.12K - $8.77K
17.1K $204M
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-227
- 0.86%
$10.77 - $11.33 $2.44K - $2.57K
26.1K $291M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-47
- 0.29%
$10.22 - $10.92 $480 - $513
16.4K $177M
VT
Vanguard Total World Stk Index

ETFs
-97
- 3.4%
$107.72 - $119.96 $10.4K - $11.6K
2.76K $330M
VBR
Vanguard Small Cap Value ETF

ETFs
-117
- 6.45%
$179.99 - $201.6 $21.1K - $23.6K
1.7K $341M
PFF
Ishares Trust Ishares Pfd And

ETFs
-601
- 2.94%
$31.18 - $33.5 $18.7K - $20.1K
19.8K $658M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-114
- 0.28%
$8.59 - $9.07 $979 - $1.03K
40.6K $366M
MFM
Mfs Municipal Income Trust

Financial Services
-1.85K
- 1.61%
$5.33 - $5.78 $9.88K - $10.7K
114K $650M
PNF
Pimco New York Municipal Income Fund

Financial Services
-918
- 1.51%
$7.77 - $8.3 $7.13K - $7.62K
60K $498M
IEMG
Ishares Inc

ETFs
-7
- 0.11%
$53.64 - $53.64 $375 - $375
6.42K $368M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-162
- 2.02%
$41.9 - $48.26 $6.79K - $7.82K
7.85K $376M
NCA
Nuveen California Municipal Value Fund

Financial Services
-1.18K
- 1.42%
$8.64 - $9.19 $10.2K - $10.8K
81.7K $745M
T
At&T Inc.

Communication Services
-99
- 0.96%
$18.21 - $22.28 $1.8K - $2.21K
10.2K $224M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-141
- 0.08%
$10.21 - $10.93 $1.44K - $1.54K
166K $1.79B
PMM
Putnam Managed Municipal Income Trust

Financial Services
-193
- 0.2%
$6.14 - $6.58 $1.19K - $1.27K
95.9K $624M
VNQ
Vanguard Specialized Funds Van

ETFs
-88
- 3.21%
$82.97 - $98.97 $7.3K - $8.71K
2.65K $258M
XOM
Exxon Mobil Corp

Energy
-7
- 0.05%
$109.72 - $119.0 $768 - $833
14.8K $1.74B
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-179
- 0.38%
$11.06 - $11.77 $1.98K - $2.11K
47.1K $555M
IBM
International Business Machines Corp

Technology
-150
- 10.53%
$175.1 - $223.38 $26.3K - $33.5K
1.28K $282M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-3.24K
- 3.1%
$7.45 - $8.23 $24.1K - $26.7K
101K $816M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.89K
- 4.33%
$38.51 - $41.69 $111K - $121K
63.9K $2.67B
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1.23K
- 1.22%
$14.34 - $15.17 $17.6K - $18.6K
99.9K $1.51B
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-1.86K
- 1.92%
$9.67 - $10.51 $18K - $19.6K
95.3K $1B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-300
- 1.66%
$21.91 - $26.03 $6.57K - $7.81K
17.7K $455M
DFAU
Dimensional ETF Tr

ETFs
-2.74K
- 3.61%
$35.8 - $39.69 $97.9K - $109K
73.1K $2.9B
DFAI
Dimensional ETF Tr

ETFs
-855
- 1.92%
$28.69 - $32.06 $24.5K - $27.4K
43.8K $1.39B
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-86
- 0.1%
$11.47 - $12.53 $986 - $1.08K
85.6K $1.06B
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-1.57K
- 1.7%
$16.59 - $18.07 $26K - $28.4K
90.6K $1.63B
PCQ
Pimco California Municipal Income Fund

Financial Services
-106
- 0.07%
$9.32 - $9.96 $988 - $1.06K
149K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
-48
- 1.3%
$517.38 - $573.86 $24.8K - $27.5K
3.65K $2.09B
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-981
- 0.44%
$10.66 - $11.31 $10.5K - $11.1K
223K $2.48B
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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