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MFS Investment Grade Municipal Trust shares owned by Center for Financial Planning

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning 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 Center for Financial Planning 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 Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $36k 4.6k 7.86

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View all positions for Center for Financial Planning

Top funds holding MFS Investment Grade Municipal Trust

Brooklyn Capital Management
Almitas Capital
Rivernorth Capital Management
Sit Investment Associates
Kovitz Investment Group Partners
ICON Advisers
Thomas J. Herzfeld Advisors
Deschutes Portfolio Strategy
Morgan Stanley
Melfa Wealth Management
Advisor Group Holdings
Hennion & Walsh Asset Management
Raymond James Financial
Bank of New York Mellon
Capital Investment Advisors

View all funds holding MFS Investment Grade Municipal Trust