Steward Partners Investment Advisory, LLC Mfs Investment Grade Municipal Trust Transaction History
Steward Partners Investment Advisory, LLC
- $16.6 Billion
- Q3 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Mfs Investment Grade Municipal Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 99 shares of CXH stock, worth $791. This represents 0.0% of its overall portfolio holdings.
Number of Shares
99
Previous 204
51.47%
Holding current value
$791
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding CXH
# of Institutions
35Shares Held
3.73MCall Options Held
0Put Options Held
0-
Bulldog Investors, LLP Saddle Brook, NJ980KShares$7.83 Million2.77% of portfolio
-
Almitas Capital LLC Santa Monica, CA488KShares$3.9 Million1.81% of portfolio
-
Rivernorth Capital Management, LLC West Palm Beach, FL472KShares$3.77 Million0.33% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN389KShares$3.11 Million0.06% of portfolio
-
Kovitz Investment Group Partners, LLC270KShares$2.16 Million0.01% 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...