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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 |
|
|---|---|---|---|---|---|---|
| 1 |
GC
1
Guggenheim Capital
Chicago,
Illinois
| $534K | -$40.9K | -3,092 | -7% |
|
| 2 |
2
LPL Financial
San Diego,
California
| $368K | +$8.36K | +632 | +2% |
|
| 3 |
3
Morgan Stanley
New York
| $173K | +$3.31K | +250 | +2% |
|
| 4 |
4
Nuveen
Charlotte,
North Carolina
| $146K | – | – | – |
|
| 5 |
AWE
5
Avidian Wealth Enterprises
Houston,
Texas
| $138K | +$137K | +10,385 | New |
|
| 6 |
U
6
UBS
Zurich,
Switzerland
| $123K | -$132K | -10,000 | -52% |
|
| 7 |
7
US Bancorp
Minneapolis,
Minnesota
| $101K | – | – | – |
|
| 8 |
WA
8
WFG Advisors
Dallas,
Texas
| $51K | +$556 | +42 | +1% |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $46K | +$18.7K | +1,415 | +71% |
|
| 10 |
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $18K | – | – | – |
|
| 11 |
11
Bank of America
Charlotte,
North Carolina
| $13K | – | – | – |
|
| 12 |
BFEC
12
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $8K | – | – | – |
|
| 13 |
TRCT
13
Tower Research Capital (TRC)
New York
| $2K | – | – | – |
|
| 14 |
14
Northern Trust
Chicago,
Illinois
| $2K | +$169K | +12,812 | New |
|
| 15 |
15
Creative Planning
Overland Park,
Kansas
| – | -$5K | -400 | Closed |
|