A detailed history of Wr Wealth Planners, LLC transactions in Cohen & Steers LTD Duration Preferred & Income Fund, Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,000 shares of LDP stock, worth $83,840. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,000
Previous 5,200 23.08%
Holding current value
$83,840
Previous $103,000 15.53%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$19.52 - $21.75 $23,424 - $26,100
-1,200 Reduced 23.08%
4,000 $87,000
Q1 2024

Jul 31, 2024

BUY
$18.6 - $20.28 $96,720 - $105,456
5,200 New
5,200 $104,000

Others Institutions Holding LDP

About Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.


  • Ticker LDP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like interest rate swaps to make its investments. It seeks t...
More about LDP
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.