Wealth Enhancement Advisory Services, LLC Tri Continental Corp Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Tri Continental Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 125,128 shares of TY stock, worth $3.98 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
125,128
Previous 115,813
8.04%
Holding current value
$3.98 Million
Previous $3.59 Million
14.86%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding TY
# of Institutions
145Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY540KShares$17.2 Million0.0% of portfolio
-
Bard Financial Services, Inc.465KShares$14.8 Million1.8% of portfolio
-
Lazard Asset Management LLC New York, NY450KShares$14.3 Million0.02% of portfolio
-
Allspring Global Investments Holdings, LLC442KShares$14 Million0.02% of portfolio
-
Blue Bell Private Wealth Management, LLC413KShares$13.1 Million2.72% of portfolio
About TRI-CONTINENTAL CORP
- Ticker TY
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Tri-Continental Corporation is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It primarily invests in the public equity markets of the United States. The fund invests in stocks of companies that operate across diversified sectors. It seeks to invest in stocks of large-cap companies. The fu...