Melfa Wealth Management, LLC
- SEC CIK
- 0001962465
- Latest filing
- Jul 24, 2026
KSM holding history
DWS Strategic Municipal Income Trust in every 13F filed by Melfa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KSM overviewAll 13F holders of KSMFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −33,693−100.0% | Sold out | Holders |
| Q3 2024 | 33,693 | $343.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 33,693 | $332.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 33,693 | $301.2K | 0.2% | +54+0.2% | Added | Holders |
| Q4 2023 | 33,639 | $291.0K | 0.3% | +69+0.2% | Added | Holders |
| Q3 2023 | 33,570 | $252.8K | 0.3% | +104+0.3% | Added | Holders |
| Q2 2023 | 33,466 | $284.0K | 0.3% | +73+0.2% | Added | Holders |
| Q1 2023 | 33,393 | $283.2K | 0.3% | +57+0.2% | Added | Holders |
| Q4 2022 | 33,336 | $272.4K | 0.3% | – | No prior filing | Holders |