Sea Crest Wealth Management, LLC First Trust Senior Ln Fund Transaction History

Sea Crest Wealth Management, LLC

  • $916 Million
  • Q4 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 9,415 shares of FTSL stock, worth $432,525. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,415
Previous 9,393 0.23%
Holding current value
$432,525
Previous $431,000 0.93%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 14, 2025
BUY
$45.9 - $46.48 $1,009 - $1,022
22 Added 0.23%
9,415 $435,000
Q3 2024

Oct 16, 2024
BUY
$45.51 - $46.26 $1,046 - $1,063
23 Added 0.25%
9,393 $431,000
Q2 2024

Jul 19, 2024
BUY
$45.71 - $46.33 $45,710 - $46,330
1,000 Added 11.95%
9,370 $428,000
Q1 2024

Apr 18, 2024
BUY
$45.8 - $46.4 $1,053 - $1,067
23 Added 0.28%
8,370 $386,000
Q4 2023

Jan 18, 2024
BUY
$45.35 - $46.28 $6,167 - $6,294
136 Added 1.66%
8,347 $384,000
Q1 2023

May 11, 2023
SELL
$44.68 - $45.87 $39,541 - $40,594
-885 Reduced 9.73%
8,211 $371,000
Q2 2020

Jul 27, 2020
SELL
$41.79 - $46.3 $21,939 - $24,307
-525 Reduced 5.46%
9,096 $410,000
Q1 2020

May 13, 2020
BUY
$37.0 - $48.14 $58,238 - $75,772
1,574 Added 19.56%
9,621 $402,000
Q4 2019

Jan 22, 2020
BUY
$46.95 - $48.0 $32,019 - $32,736
682 Added 9.26%
8,047 $386,000
Q3 2019

Oct 15, 2019
BUY
$47.0 - $47.7 $346,155 - $351,310
7,365 New
7,365 $349,000

Others Institutions Holding FTSL

# of Institutions
377
Shares Held
36.8M
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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email