KWAG
MFM

Kiely Wealth Advisory Group’s Aberdeen Municipal Income Fund MFM Stock Holding History

Kiely Wealth Advisory Group’s Portfolio MFM Stock Details MFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.21K Hold
1,129
– – ﹤0.01% 238
2024
Q3 		$6.25K Hold
1,129
– – ﹤0.01% 237
2024
Q2 		$6.19K Hold
1,129
– – ﹤0.01% 217
2024
Q1 		$5.75K Hold
1,129
– – ﹤0.01% 197
2023
Q4 		$5.87K Buy
+1,129
New +$5.45K ﹤0.01% 195

Other funds holding MFM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kiely Wealth Advisory Group's MFM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Aberdeen Municipal Income Fund (MFM) position steady in Q4 2024 at 1,129 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Kiely Wealth Advisory Group first reported a position in MFM in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.25K in Q3 2024. 84 funds tracked by Wall St. Rank hold MFM as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,129 shares of Aberdeen Municipal Income Fund worth $6.21K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Aberdeen Municipal Income Fund share count unchanged in Q4 2024.
  • Aberdeen Municipal Income Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #238 holding.
  • Kiely Wealth Advisory Group first reported a position in Aberdeen Municipal Income Fund in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Aberdeen Municipal Income Fund position peaked at $6.25K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.