Spire Wealth Management Source Capital Inc Transaction History
Spire Wealth Management
- $3.13 Billion
- Q4 2024
A detailed history of Spire Wealth Management transactions in Source Capital Inc stock. As of the latest transaction made, Spire Wealth Management holds 200 shares of SOR stock, worth $8,430. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$8,430
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SOR
# of Institutions
49Shares Held
1.01MCall Options Held
0Put Options Held
0-
D.A. Davidson & Co.157KShares$6.62 Million0.06% of portfolio
-
Morgan Stanley New York, NY86KShares$3.63 Million0.0% of portfolio
-
Mesirow Financial Investment Management, Inc.76.4KShares$3.22 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA74.5KShares$3.14 Million0.0% of portfolio
-
First Trust Advisors LP Wheaton, IL65.5KShares$2.76 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...