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MFV
MFS SPECIAL VALUE TRUST
Delisted
MFV was delisted on the 10th of April, 2024.
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
1
Ladenburg Thalmann Financial Services
Miami,
Florida
| $171K | – | – | – |
|
2
UBS Group
Zurich,
Switzerland
| $169K | -$18.7K | -3,145 | -10% |
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $156K | +$16K | +2,690 | +11% |
|
4
LPL Financial
San Diego,
California
| $115K | +$30.7K | +5,150 | +34% |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $90K | – | – | – |
|
6
Bank of America
Charlotte,
North Carolina
| $78K | -$12.1K | -2,028 | -13% |
|
|
DA
7
Doliver Advisors
Houston,
Texas
| $77K | +$81.4K | +13,679 | New |
|
|
WAM
8
Wolverine Asset Management
Chicago,
Illinois
| $57K | +$60.8K | +10,205 | New |
|
9
Morgan Stanley
New York
| $52K | +$3.6K | +604 | +7% |
|
|
MFBTD
10
MB Financial Bank - Trust Department
Rosemont,
Illinois
| $34K | +$35.7K | +6,000 | New |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
12
Wells Fargo
San Francisco,
California
| $2K | – | – | – |
|
|
BFC
13
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$9K | -1,450 | Closed |
|