Summit Wealth Partners, LLC First Trust Senior Ln Fund Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in First Trust Senior Ln Fund stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,696 shares of FTSL stock, worth $263,952. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,696
Previous 5,696
-0.0%
Holding current value
$263,952
Previous $260 Million
0.39%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding FTSL
# of Institutions
345Shares Held
34.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.66MShares$216 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$88.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.89MShares$87.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.55MShares$71.8 Million0.03% of portfolio
-
One Capital Management, LLC Westlake Village, CA1.36MShares$63.1 Million2.26% of portfolio