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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 |
1
LPL Financial
San Diego,
California
| $610K | +$210K | +15,558 | +54% |
|
| 2 |
GC
2
Guggenheim Capital
Chicago,
Illinois
| $452K | -$61.7K | -4,570 | -12% |
|
| 3 |
3
Morgan Stanley
New York
| $236K | +$18.3K | +1,354 | +9% |
|
| 4 |
4
Nuveen
Charlotte,
North Carolina
| $150K | – | – | – |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $121K | +$119K | +8,838 | New |
|
| 6 |
6
US Bancorp
Minneapolis,
Minnesota
| $104K | – | – | – |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| $46K | -$5.39K | -399 | -10% |
|
| 8 |
WA
8
WFG Advisors
Dallas,
Texas
| $34K | -$18.3K | -1,355 | -35% |
|
| 9 |
9
Creative Planning
Overland Park,
Kansas
| $32K | +$25.8K | +1,910 | +478% |
|
| 10 |
10
Citigroup
New York
| $15K | +$7.59K | +562 | +99% |
|
| 11 |
11
Bank of America
Charlotte,
North Carolina
| $14K | – | – | – |
|
| 12 |
BFEC
12
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $8K | – | – | – |
|
| 13 |
13
Ameriprise
Minneapolis,
Minnesota
| – | -$76K | -5,622 | Closed |
|
| 14 |
PTC
14
Private Trust Company
Cleveland,
Ohio
| – | -$19K | -1,430 | Closed |
|