Captrust Financial Advisors »

Pioneer Floating Rate Trust shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Pioneer Floating Rate Trust (PHD) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Pioneer Floating Rate Trust

Tip: Access up to 7 years of quarterly data

All positions including Pioneer Floating Rate Trust held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pioneer Floating Rate Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $497k 50k 9.90
2024-06-30 $485k 50k 9.66
2024-03-31 $486k 50k 9.68
2023-12-31 $467k 51k 9.17
2023-09-30 $453k 50k 9.01
2023-06-30 $963k 111k 8.68
2023-03-31 $966k 111k 8.70