Cornerstone Planning Group LLC First Trust Senior Ln Fund Transaction History

Cornerstone Planning Group LLC

$322 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$44.39 - $45.44 $2.38 Million - $2.43 Million	53,581 New	53,581 $2.45 Billion

Others Institutions Holding FTSL

# of Institutions

323

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.5M
Shares

$207 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$115 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.96M
Shares

$90.1 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.92M
Shares

$88.2 Million
0.02% of portfolio
One Capital Management, LLC Westlake Village, CA

1.3M
Shares

$59.8 Million
2.3% of portfolio

About FIRST TRUST SENIOR LN FUND

Ticker FTSL
Sector ETFs
Industry ETFs

More about FTSL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.