Cyndeo Wealth Partners, LLC First Trust Senior Ln Fund Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 340,080 shares of FTSL stock, worth $15.5 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
340,080
Previous 331,427
2.61%
Holding current value
$15.5 Million
Previous $15.3 Million
2.93%
% of portfolio
1.32%
Previous 1.41%
Shares
6 transactions
Others Institutions Holding FTSL
# of Institutions
322Shares Held
34.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.5MShares$206 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.51MShares$115 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.96MShares$89.6 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.92MShares$87.7 Million0.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA1.3MShares$59.5 Million2.3% of portfolio