Ownership history in MELFA WEALTH MANAGEMENT, INC. · 13 quarters on record
This page tracks every 13F SEC filing in which MELFA WEALTH MANAGEMENT, INC. reported a position in ALLIANCEBERNSTEIN NATL MUN I (AFB). 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 Q4 | ADDED | 47,652 | +803 | +1.7% | 0.30% | $516K | $10.67 |
| 2025 Q3 | REDUCED | 46,849 | -146 | -0.3% | 0.30% | $508K | $10.56 |
| 2025 Q2 | UNCHANGED | 46,995 | — | 0% | 0.31% | $485K | $9.91 |
| 2025 Q1 | UNCHANGED | 46,995 | — | 0% | 0.34% | $510K | $10.32 |
| 2024 Q4 | REDUCED | 46,995 | -62 | -0.1% | 0.34% | $511K | $10.22 |
| 2024 Q3 | REDUCED | 47,057 | -179 | -0.4% | 0.37% | $555K | $10.98 |
| 2024 Q2 | REDUCED | 47,236 | -157 | -0.3% | 0.37% | $525K | $10.24 |
| 2024 Q1 | REDUCED | 47,393 | -5,901 | -11.1% | 0.38% | $521K | $10.04 |
| 2023 Q4 | REDUCED | 53,294 | -63 | -0.1% | 0.54% | $578K | $9.81 |
| 2023 Q3 | ADDED | 53,357 | +71 | +0.1% | 0.54% | $498K | $8.37 |
As of 2025 Q4 — sorted by position size