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Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int (HFRO) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int

Tip: Access up to 7 years of quarterly data

All positions including Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 5.3k 5.40

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NeoVo (NEOV)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

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Top funds holding Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int

Raymond James & Associates
Morgan Stanley
Thomas J. Herzfeld Advisors
Royal Bank of Canada
Envestnet Asset Management
Invesco
Landscape Capital Management
Atlas Wealth
LPL Financial
Cambridge Investment Research Advisors
Highland Capital Management Fund Advisors
Oppenheimer & Co
Commonwealth Equity Services
Deschutes Portfolio Strategy
HighTower Advisors

View all funds holding Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int