9258 Wealth Management, LLC Tri Continental Corp Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Tri Continental Corp stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 7,017 shares of TY stock, worth $229,736. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,017
Previous 6,928
1.28%
Holding current value
$229,736
Previous $213,000
1.88%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding TY
# of Institutions
142Shares Held
6.71MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY543KShares$17.8 Million0.0% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$14.7 Million0.02% of portfolio
-
Allspring Global Investments Holdings, LLC442KShares$14.5 Million0.02% of portfolio
-
Blue Bell Private Wealth Management, LLC413KShares$13.5 Million2.72% of portfolio
-
Bard Financial Services, Inc.298KShares$9.75 Million2.05% of portfolio
About TRI-CONTINENTAL CORP
- Ticker TY
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Tri-Continental Corporation is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It primarily invests in the public equity markets of the United States. The fund invests in stocks of companies that operate across diversified sectors. It seeks to invest in stocks of large-cap companies. The fu...