CIA
MMU

Concurrent Investment Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
21,408
+3,000
+16% +$29.7K ﹤0.01% 1232
2025
Q1
$189K Buy
18,408
+383
+2% +$3.94K ﹤0.01% 1130
2024
Q4
$184K Hold
18,025
﹤0.01% 986
2024
Q3
$195K Sell
18,025
-6,000
-25% -$65K 0.01% 937
2024
Q2
$249K Buy
24,025
+3,490
+17% +$36.1K 0.01% 789
2024
Q1
$215K Sell
20,535
-351
-2% -$3.67K 0.01% 781
2023
Q4
$212K Buy
+20,886
New +$212K 0.01% 745