Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / NTF BOND FUNDS
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
262K
-
Shares change
-
-42.2K
-
Total reported value, excl. options
-
$636K
-
Value change
-
-$97.2K
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$2.43
Significant Holders of FRANKLIN INCOME ADV - NTF BOND FUNDS as of Q3 2024
3 filings reported holding 353496847 - FRANKLIN INCOME ADV - NTF BOND FUNDS as of Q3 2024.
FRANKLIN INCOME ADV - NTF BOND FUNDS has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 262K shares
.
Largest 3 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (262K shares), ORG Partners LLC (0 shares), and Atlas Wealth LLC (0 shares).
This table shows the top 1 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.