LWMG
FSCO

Levy Wealth Management Group’s FS Credit Opportunities Corp FSCO Stock Holding History

Levy Wealth Management Group’s Portfolio FSCO Stock Details FSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$586K Buy
92,036
+2,688
+3% +$16.5K 0.15% 54
2024
Q1 		$507K Hold
89,348
– – 0.14% 59
2023
Q4 		$507K Buy
89,348
+1,328
+2% +$7.45K 0.14% 59
2023
Q3 		$477K Buy
88,020
+1,363
+2% +$7.04K 0.15% 58
2023
Q2 		$412K Buy
86,657
+29,046
+50% +$129K 0.12% 66
2023
Q1 		$256K Buy
57,611
+28,719
+99% +$134K 0.08% 91
2022
Q4 		$136K Buy
+28,892
New +$140K 0.05% 94

Other funds holding FSCO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return