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MFS Special Value Trust shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of MFS Special Value Trust (MFV) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in MFS Special Value Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Special Value Trust held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Special Value Trust by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $69k 16k 4.45
2023-12-31 $64k 16k 4.09
2023-09-30 $61k 16k 3.90

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View all positions for Arkadios Wealth Advisors

Top funds holding MFS Special Value Trust

Shaker Financial Services
CoreCap Advisors
Commonwealth Equity Services
Marion Wealth Management
Wells Fargo & Company
Arkadios Wealth Advisors
Dudley Capital Management
Advisor Group Holdings
Landscape Capital Management
Roberta J. Maue
Commonwealth Financial Services
UBS Group
Wolverine Asset Management
Hollencrest Securities
Clean Yield Group

View all funds holding MFS Special Value Trust