Congress Wealth Management LLC First Trust Senior Ln Fund Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Congress Wealth Management LLC holds 6,644 shares of FTSL stock, worth $307,351. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,644
Previous 6,676 0.48%
Holding current value
$307,351
Previous $305,000 0.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
SELL
$45.51 - $46.26 $1,456 - $1,480
-32 Reduced 0.48%
6,644 $304,000
Q2 2024

Aug 13, 2024
BUY
$45.71 - $46.33 $305,159 - $309,299
6,676 New
6,676 $305,000
Q3 2023

Oct 30, 2023
BUY
$45.24 - $46.08 $6,695 - $6,819
148 Added 2.18%
6,938 $317,000
Q2 2023

Jul 13, 2023
SELL
$44.57 - $45.56 $7,978 - $8,155
-179 Reduced 2.57%
6,790 $307,000
Q1 2023

Apr 14, 2023
SELL
$44.68 - $45.87 $3,440 - $3,531
-77 Reduced 1.09%
6,969 $315,000
Q4 2022

Feb 02, 2023
SELL
$44.27 - $45.44 $15,273 - $15,676
-345 Reduced 4.67%
7,046 $314,000
Q3 2022

Nov 08, 2022
SELL
$43.93 - $46.31 $3,250 - $3,426
-74 Reduced 0.99%
7,391 $326,000
Q2 2022

Aug 11, 2022
SELL
$44.1 - $47.48 $267,687 - $288,203
-6,070 Reduced 44.85%
7,465 $329,000
Q1 2022

May 16, 2022
SELL
$46.53 - $48.08 $172,579 - $178,328
-3,709 Reduced 21.51%
13,535 $636,000
Q4 2021

Feb 04, 2022
BUY
$47.49 - $48.05 $818,917 - $828,574
17,244 New
17,244 $826,000

Others Institutions Holding FTSL

# of Institutions
344
Shares Held
33.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SENIOR LN FUND

FTSL Quotes by TradingView
  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
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