Skip to main content

Plan A Wealth LLC

SEC CIK
0002093645
Latest filing
Jul 14, 2026

KTF holding history

DWS Municipal Income Trust in every 13F filed by Plan A Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KTF overviewAll 13F holders of KTFFull Q2 2026 holdings

Shares (Q2 2026)
17,253
Value
$158.7K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of KTF by Plan A Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,253$158.7K0.1%00.0%UnchangedHolders
Q1 202617,253$157.0K0.1%00.0%UnchangedHolders
Q4 202517,253$156.8K0.1%−1,500−8.0%ReducedHolders
Q3 202518,753$172.0K0.1%00.0%UnchangedHolders
Q2 202518,753$165.8K0.1%00.0%UnchangedHolders
Q1 202518,753$175.9K0.1%00.0%UnchangedHolders
Q4 202418,753$177.2K0.2%–No prior filingHolders