Melfa Wealth Management »

Lehman Brothers First Trust IOF shares owned by Melfa Wealth Management

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Melfa Wealth Management from 13F filings

Historical chart of Melfa Wealth Management investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by Melfa Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lehman Brothers First Trust IOF by Melfa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $743k 92k 8.06
2023-12-31 $462k 60k 7.72
2023-09-30 $449k 60k 7.53
2023-06-30 $436k 58k 7.49
2023-03-31 $492k 58k 8.52
2022-12-31 $500k 59k 8.52

More positions owned by Melfa Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Putnam Mun Opportunities Tr Sh Ben Int (PMO)
Blackrock Income Tr Com New (BKT)
Eaton Vance Muni Income Trus Sh Ben Int (EVN)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Blackrock Muniyield Insured Fund (MYI)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Muniyield Quality Fund (MQY)
Meta Platforms Cl A (META)
Neuberger Ber. Intermediate Muni. Fund (NBH)
BlackRock MuniHoldings Fund (MHD)
General Electric Com New (GE)
Nuveen Insd Dividend Advantage (NVG)

View all positions for Melfa Wealth Management

Top funds holding Lehman Brothers First Trust IOF

Clough Capital Partners
Guggenheim Capital, LLC Managers
Shaker Financial Services
Uncommon Cents Investing
Quarry
Landscape Capital Management
Melfa Wealth Management
Advisor Group Holdings
HighTower Advisors
Harbour Investments
SFI Advisors
Wells Fargo & Company
Wolverine Asset Management
Commonwealth Equity Services
SeaCrest Wealth Management

View all funds holding Lehman Brothers First Trust IOF