MLA
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MB, Levis & Associates’s BlackRock MuniHoldings New Jersey Quality Fund MUJ Stock Holding History

MB, Levis & Associates’s Portfolio MUJ Stock Details MUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-648
Closed -$7.42K – 288
2023
Q1 		$7.42K Buy
648
+4
+0.6% +$46 0.01% 207
2022
Q4 		$7.13K Buy
+644
New +$7.31K 0.01% 197

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Morgan Stanley
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Bank of America
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LSC
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SCM
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UBS Group
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return