Pcg Wealth Advisors, LLC First Trust Senior Ln Fund Transaction History

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 41,840 shares of FTSL stock, worth $1.94 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
41,840
Previous 39,544 5.81%
Holding current value
$1.94 Million
Previous $1.81 Million 6.62%
% of portfolio
0.75%
Previous 0.73%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$45.9 - $46.48 $105,386 - $106,718
2,296 Added 5.81%
41,840 $1.93 Million
Q3 2024

Oct 15, 2024
BUY
$45.51 - $46.26 $86,059 - $87,477
1,891 Added 5.02%
39,544 $1.81 Million
Q2 2024

Jul 15, 2024
BUY
$45.71 - $46.33 $3,793 - $3,845
83 Added 0.22%
37,653 $1.72 Million
Q1 2024

Apr 19, 2024
BUY
$45.8 - $46.4 $181,368 - $183,744
3,960 Added 11.78%
37,570 $1.74 Million
Q4 2023

Jan 29, 2024
BUY
$45.35 - $46.28 $84,985 - $86,728
1,874 Added 5.9%
33,610 $1.55 Million
Q3 2023

Oct 19, 2023
SELL
$45.24 - $46.08 $178,155 - $181,463
-3,938 Reduced 11.04%
31,736 $1.45 Million
Q2 2023

Jul 20, 2023
BUY
$44.57 - $45.56 $110,801 - $113,262
2,486 Added 7.49%
35,674 $1.62 Million
Q1 2023

May 08, 2023
SELL
$44.68 - $45.87 $248,599 - $255,220
-5,564 Reduced 14.36%
33,188 $1.5 Million
Q4 2022

Feb 13, 2023
BUY
$44.27 - $45.44 $1.47 Million - $1.51 Million
33,160 Added 592.99%
38,752 $1.73 Million
Q3 2022

Oct 12, 2022
BUY
$43.93 - $46.31 $245,656 - $258,965
5,592 New
5,592 $246,000

Others Institutions Holding FTSL

# of Institutions
345
Shares Held
33.3M
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 Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC 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 Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email