Leo Wealth, LLC Source Capital Inc Transaction History
Leo Wealth, LLC
- $980 Billion
- Q2 2024
A detailed history of Leo Wealth, LLC transactions in Source Capital Inc stock. As of the latest transaction made, Leo Wealth, LLC holds 5,262 shares of SOR stock, worth $229,002. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,262
Previous 5,185
1.49%
Holding current value
$229,002
Previous $220 Million
5.72%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SOR
# of Institutions
47Shares Held
913KCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.127KShares$5.53 Million0.05% of portfolio
-
Hara Capital LLC Bellevue, WA87.1KShares$3.79 Million2.22% of portfolio
-
Morgan Stanley New York, NY86.2KShares$3.75 Million0.0% of portfolio
-
Chemistry Wealth Management LLC New York, NY78.9KShares$3.43 Million0.94% of portfolio
-
Wells Fargo & Company San Francisco, CA69.9KShares$3.04 Million0.0% of portfolio
About SOURCE CAPITAL INC
- Ticker SOR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs funda...