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High Income Secs Fd Shs Ben Int cef shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of High Income Secs Fd Shs Ben Int cef (PCF) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in High Income Secs Fd Shs Ben Int cef

Tip: Access up to 7 years of quarterly data

All positions including High Income Secs Fd Shs Ben Int cef held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in High Income Secs Fd Shs Ben Int cef by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $80k 12k 6.53

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Top funds holding High Income Secs Fd Shs Ben Int cef

LPL Financial
Morgan Stanley
Raymond James Financial
Invesco
Advisors Asset Management
Samalin Investment Counsel
Goss Wealth Management
Shaker Financial Services
Advisor Group Holdings
Harbour Investments
Blue Bell Private Wealth Management
Wells Fargo & Company
Wealth Enhancement Advisory Services
We Are One Seven
Cetera Investment Advisers

View all funds holding High Income Secs Fd Shs Ben Int cef