Summit Wealth Partners, LLC First Trust Senior Ln Fund Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,696 shares of FTSL stock, worth $263,440. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,696
Previous 5,696
-0.0%
Holding current value
$263,440
Previous $260 Million
0.39%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding FTSL
# of Institutions
343Shares Held
33.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.91MShares$181 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.79MShares$82.7 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.72MShares$79.3 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$71.7 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.36MShares$62.8 Million0.01% of portfolio