Legacy Wealth Managment, Llc/Id First Trust Senior Ln Fund Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 41,792 shares of FTSL stock, worth $1.92 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
41,792
Previous 50,677 17.53%
Holding current value
$1.92 Million
Previous $2.34 Million 18.61%
% of portfolio
1.57%
Previous 1.68%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
SELL
$45.65 - $46.48 $405,600 - $412,974
-8,885 Reduced 17.53%
41,792 $1.91 Million
Q4 2024

Feb 13, 2025
SELL
$45.9 - $46.48 $431,919 - $437,376
-9,410 Reduced 15.66%
50,677 $2.34 Million
Q3 2024

Nov 15, 2024
BUY
$45.51 - $46.26 $2.73 Million - $2.78 Million
60,087 New
60,087 $2.76 Million

Others Institutions Holding FTSL

# of Institutions
374
Shares Held
39.4M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SENIOR LN FUND

FTSL Quotes by TradingView
  • Ticker FTSL
  • Sector ETFs
  • Industry ETFs
More about FTSL
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email