Congress Wealth Management LLC Source Capital Inc Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Source Capital Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,218 shares of SOR stock, worth $342,608. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,218Holding current value
$342,608% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SOR
# of Institutions
38Shares Held
608KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY88.3KShares$3.68 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA72.7KShares$3.03 Million0.0% of portfolio
-
First Trust Advisors LP Wheaton, IL65.8KShares$2.74 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL51.3KShares$2.14 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL44.9KShares$1.87 Million0.0% of portfolio
About SOURCE CAPITAL INC
- Ticker SOR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs funda...