Philip James Wealth Mangement, LLC First Trust Senior Ln Fund Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 12,352 shares of FTSL stock, worth $567,203. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,352
Previous 65,808
81.23%
Holding current value
$567,203
Previous $3.04 Billion
81.43%
% of portfolio
0.38%
Previous 2.15%
Shares
3 transactions
Others Institutions Holding FTSL
# of Institutions
346Shares Held
35.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.66MShares$214 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$98.3 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$87.7 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.89MShares$86.7 Million0.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA1.36MShares$62.5 Million2.26% of portfolio