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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 |
|
|---|---|---|---|---|---|
1
Commonwealth Equity Services
Waltham,
Massachusetts
| $190K | +$32K | +5,702 | +21% |
|
2
UBS Group
Zurich,
Switzerland
| $171K | -$45 | -8 | -0% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $153K | – | – | – |
|
4
LPL Financial
San Diego,
California
| $117K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $83K | +$3.93K | +700 | +5% |
|
6
Morgan Stanley
New York
| $63K | +$10.5K | +1,869 | +20% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
|
HT
8
Heritage Trust
Oklahoma City,
Oklahoma
| $10K | +$10.1K | +1,800 | New |
|
|
SWM
9
Selective Wealth Management
Forest,
Virginia
| $6K | +$5.48K | +975 | New |
|
10
Wells Fargo
San Francisco,
California
| $2K | +$6 | +1 | +0.3% |
|
|
SWP
11
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$90K | -16,000 | Closed |
|
|
DA
12
Doliver Advisors
Houston,
Texas
| – | -$77K | -13,679 | Closed |
|
|
WAM
13
Wolverine Asset Management
Chicago,
Illinois
| – | -$57K | -10,205 | Closed |
|
|
MFBTD
14
MB Financial Bank - Trust Department
Rosemont,
Illinois
| – | -$34K | -6,000 | Closed |
|