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KSM
DWS Strategic Municipal Income Trust
KSM
KSM
Delisted
KSM was delisted on the 13th of November, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
26
Bank of America
Charlotte,
North Carolina
| $120K | -$173K | -19,001 | -56% |
|
| 27 |
27
UBS Group
Zurich,
Switzerland
| $111K | +$13.9K | +1,524 | +12% |
|
| 28 |
RIA
28
Realta Investment Advisors
Wilmington,
Delaware
| $95K | – | – | – |
|
| 29 |
LIG
29
Lokken Investment Group
Lewes,
Delaware
| $87K | – | – | – |
|
| 30 |
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $53K | -$16.1K | -1,765 | -21% |
|
| 31 |
31
US Bancorp
Minneapolis,
Minnesota
| $38K | – | – | – |
|
| 32 |
PMFA
32
Plante Moran Financial Advisors
Southfield,
Michigan
| $11K | – | – | – |
|
| 33 |
GWSG
33
GPS Wealth Strategies Group
Centennial,
Colorado
| $3K | – | – | – |
|
| 34 |
HI
34
Harbour Investments
Madison,
Wisconsin
| $3K | – | – | – |
|
| 35 |
PA
35
PFG Advisors
Phoenix,
Arizona
| – | -$127K | -13,899 | Closed |
|
| 36 |
SWM
36
SeaCrest Wealth Management
Purchase,
New York
| – | -$46K | -5,000 | Closed |
|
| 37 |
CWP
37
Concord Wealth Partners
Abingdon,
Virginia
| – | -$18K | -2,000 | Closed |
|
| 38 |
ME
38
McIlrath & Eck
Arlington,
Washington
| – | -$5K | -500 | Closed |
|