Legacy Wealth Managment, Llc/Id First Trust Senior Ln Fund Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 50,677 shares of FTSL stock, worth $2.3 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
50,677
Previous 60,087
15.66%
Holding current value
$2.3 Million
Previous $2.76 Million
15.02%
% of portfolio
1.68%
Previous 1.94%
Shares
2 transactions
Others Institutions Holding FTSL
# of Institutions
372Shares Held
37MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.54MShares$206 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.92MShares$87 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$84.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.59MShares$71.9 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$68.2 Million0.02% of portfolio