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MFS Investment Grade Municipal Trust shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in MFS Investment Grade Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Investment Grade Municipal Trust held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Investment Grade Municipal Trust by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 1.5k 7.62
2023-12-31 $11k 1.5k 7.57

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Ishares Core S&p 500 Etf Etf (IVV)
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View all positions for Blue Bell Private Wealth Management

Top funds holding MFS Investment Grade Municipal Trust

Saba Capital Management
Almitas Capital
Brooklyn Capital Management
Rivernorth Capital Management
ICON Advisers
Hennion & Walsh Asset Management
Deschutes Portfolio Strategy
Logan Stone Capital
Melfa Wealth Management
Advisor Group Holdings
Thomas J. Herzfeld Advisors
Captrust Financial Advisors
Moors & Cabot
Capital Investment Advisors
Wells Fargo & Company

View all funds holding MFS Investment Grade Municipal Trust