Beverly Hills Private Wealth, LLC
Position in CXH — Mfs Investment Grade Municipal Trust
CIK 1965710
BEVERLY HILLS, CA
Position in CXH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$0
New position
Shares Held
35,345
first reported quarter
Ownership
0.862%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $28,018,338 across 17 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
253,307 | $5,762,734 | |
| 2 | DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
|
335,921 | $3,879,886 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
254,357 | $2,795,383 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
190,812 | $2,638,929 | |
| 5 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
119,258 | $1,972,527 | |
| 6 | BLK |
BlackRock, Inc.
|
1,817 | $1,747,154 | |
| 7 | BEN |
Franklin Templeton Inc
|
50,383 | $1,676,241 | |
| 8 | AMP |
Ameriprise Financial Inc
|
3,524 | $1,616,669 |
All Filings in CXH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 35,345 | Shares | Defined | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||