Lee Financial CO First Tr Tactical High Yield L Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	$47.32 - $48.97 $103,062 - $106,656	-2,178 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$48.21 - $49.18 $1,398 - $1,426	29 Added 1.35%	2,178 $106,000
Q3 2017 Nov 07, 2017	BUY	$49.02 - $49.06 $105,343 - $105,429	2,149	2,149 $105,000

Others Institutions Holding HYLS

# of Institutions

222

Shares Held

32M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$284 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$222 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$133 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.8M
Shares

$117 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.09M
Shares

$87.2 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
Sector ETFs
Industry ETFs

More about HYLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.