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ícone de SBI

Western Asset Intermediate Muni Fund
SBI

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Traub Capital Management
26
Traub Capital Management
Massachusetts
US$ 435 mil -US$ 245 mil -31.504 -36%
Stratos Wealth Partners
27
Stratos Wealth Partners
Ohio
US$ 401 mil +US$ 396 mil +51.000 Nova
Thomas J. Herzfeld Advisors
28
Thomas J. Herzfeld Advisors
Florida
US$ 375 mil +US$ 370 mil +47.641 Nova
Riverbridge Partners
29
Riverbridge Partners
Minnesota
US$ 367 mil -US$ 12,5 mil -1.604 -3%
Northwest Financial Advisors
30
Northwest Financial Advisors
Virginia
US$ 366 mil +US$ 78 +10 +0%
Melfa Wealth Management
31
Melfa Wealth Management
Massachusetts
US$ 365 mil – – –
NWMP
32
Noble Wealth Management PBC
Colorado
US$ 352 mil +US$ 80,3 mil +10.340 +30%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
US$ 345 mil +US$ 101 mil +13.059 +42%
Bank of New York Mellon
34
Bank of New York Mellon
New York
US$ 323 mil -US$ 155 mil -20.002 -33%
Summit Financial Wealth Advisors
35
Summit Financial Wealth Advisors
Louisiana
US$ 319 mil -US$ 15,5 mil -2.000 -5%
Whittier Trust
36
Whittier Trust
California
US$ 317 mil -US$ 7,91 mil -1.018 -2%
IHT Wealth Management
37
IHT Wealth Management
Illinois
US$ 297 mil +US$ 92 mil +11.841 +46%
Rothschild Investment LLC
38
Rothschild Investment LLC
Illinois
US$ 295 mil +US$ 194 mil +25.000 +200%
Castle Wealth Management
39
Castle Wealth Management
Florida
US$ 255 mil – – –
Stephens Inc
40
Stephens Inc
Arkansas
US$ 201 mil +US$ 5,44 mil +700 +3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
US$ 180 mil +US$ 23,3 mil +3.000 +15%
Basepoint Wealth
42
Basepoint Wealth
Iowa
US$ 164 mil -US$ 56,3 mil -7.251 -26%
Mariner
43
Mariner
Kansas
US$ 154 mil – – –
Savvy Advisors Inc
44
Savvy Advisors Inc
New York
US$ 143 mil – – –
Closed-End Fund Advisors
45
Closed-End Fund Advisors
Virginia
US$ 138 mil – – –
Blue Bell Private Wealth Management
46
Blue Bell Private Wealth Management
Pennsylvania
US$ 124 mil -US$ 8,53 mil -1.098 -7%
Bar Harbor Wealth Management
47
Bar Harbor Wealth Management
New Hampshire
US$ 119 mil – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
US$ 102 mil +US$ 101 mil +12.950 Nova
GatePass Capital
49
GatePass Capital
Ohio
US$ 98,4 mil +US$ 19,4 mil +2.500 +25%
49 Wealth Management
50
49 Wealth Management
Texas
US$ 84 mil +US$ 83 mil +10.677 Nova
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