HighMark Wealth Management LLC - DELAWARE INV MN MUN INC FD I ownership

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of DELAWARE INV MN MUN INC FD I
ValueSharesWeighting
Q4 2021$179,000
+0.6%
12,675
+0.8%
0.11%
-13.7%
Q3 2021$178,000
+1.1%
12,574
+0.7%
0.13%
+1.6%
Q2 2021$176,000
+8.0%
12,482
+0.7%
0.13%
-0.8%
Q1 2021$163,00012,3910.13%
Other shareholders
DELAWARE INV MN MUN INC FD I shareholders Q3 2023
NameSharesValueWeighting ↓
Sightline Wealth Advisors, LLC 42,641$603,0000.50%
Saba Capital Management, L.P. 1,149,092$16,242,0000.46%
Wakefield Asset Management LLLP 64,885$917,0000.35%
Matisse Capital 70,000$989,0000.31%
Paradigm, Strategies in Wealth Management, LLC 17,261$244,0000.22%
Berger Financial Group, Inc 60,290$852,0000.15%
Marks Group Wealth Management, Inc 76,570$1,082,0000.15%
ACCESS FINANCIAL SERVICES, INC. 21,724$307,0000.14%
Realta Investment Advisors 40,439$572,0000.14%
HighMark Wealth Management LLC 12,482$176,0000.13%
View complete list of DELAWARE INV MN MUN INC FD I shareholders