MIN — MFS INTERMEDIATE INCOME

Ownership history in Integrated Wealth Concepts LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in MFS INTERMEDIATE INCOME (MIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 14,661 — — 0.00% $39K $2.56
% of Fund (quarterly)    MIN price (monthly, adj. close)

Other funds also holding MIN

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.52% 1607 Capital Partners, LLC 3Y 7Y 1.11% Fortitude Advisory Group L.L.C. 3Y 0.25% Shaker Financial Services, LLC 3Y 7Y 0.11% MELFA WEALTH MANAGEMENT, INC. 3Y 0.05% Tolleson Wealth Management, Inc. 3Y 0.05% Penbrook Management LLC 3Y 7Y 0.03% Ameritas Advisory Services, LLC 3Y 0.03% Allspring Global Investments Holdings, LLC 3Y 0.02% Register Financial Advisors LLC 3Y 0.02%
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