Foresight Wealth Management, LLC Apollo Tactical Income Fund Inc. Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$13.91 - $15.91 $283,638 - $324,420	-20,391 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$15.29 - $16.0 $49,799 - $52,112	3,257 Added 19.01%	20,391 $312,000
Q3 2021 Oct 21, 2021	BUY	$15.22 - $15.97 $260,779 - $273,629	17,134 New	17,134 $271,000

Others Institutions Holding AIF

# of Institutions

46

Shares Held

3.89M

Call Options Held

0

Put Options Held

0

Pathstone Holdings, LLC Englewood, NJ

895K
Shares

$13.3 Million
0.06% of portfolio
Morgan Stanley New York, NY

377K
Shares

$5.62 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

313K
Shares

$4.67 Million
0.0% of portfolio
Advisor Partners Ii, LLC Walnut Creek, CA

296K
Shares

$4.41 Million
0.16% of portfolio
Foundations Investment Advisors, LLC

259K
Shares

$3.86 Million
0.1% of portfolio

About Apollo Tactical Income Fund Inc.

Ticker AIF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Apollo Tactical Income Fund Inc. is a closed-ended fixed income fund launched and managed by Apollo Credit Management, LLC. The fund invests in fixed income markets. It primarily invests in senior secured loans including floating rate senior loans, high yield corporate bonds, and other credit instruments of varying maturities made to companies w...

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