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Credit Suisse AM Inc Fund shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Credit Suisse AM Inc Fund (CIK) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Credit Suisse AM Inc Fund

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All positions including Credit Suisse AM Inc Fund held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Credit Suisse AM Inc Fund by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $124k 43k 2.89
2024-09-30 $133k 43k 3.09
2024-06-30 $128k 43k 2.97

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Insured Fund (MYI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
Nuveen Insd Dividend Advantage (NVG)
Blackrock Muniyield Quality Fund (MQY)

View all positions for Melfa Wealth Management

Top funds holding Credit Suisse AM Inc Fund

LPL Financial
Invesco
Bank of America Corporation
Ameriprise Financial
IMS Capital Management
Fiera Capital Corporation
Landscape Capital Management
Northwestern Mutual Wealth Management Company
Shaker Financial Services
Wolverine Asset Management
Stifel Financial
Susquehanna International
Janney Montgomery Scott
Dynamic Advisors Solutions
Mml Investors Services

View all funds holding Credit Suisse AM Inc Fund