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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → FRA

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC FRA Position History

BlackRock Floating Rate Income Strategies Fund, Inc.

Quarters held
3
Latest value
$312K
Q3 2026
Peak value
$496K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$496K
Q2 2026$393K
Q3 2026$312K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$312K29.6K——
Q2 2026$393K35.7K——
Q1 2026$496K45.0K——

Other funds holding FRA

Other LEGACY FINANCIAL INDEPENDENT ADVISORS LLC positions

AMZN

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$12.8M
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ALERIAN MLP ETF

$12.8M
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ALERIAN MLP ETF

$12.8M
MSFT

MICROSOFT CORPORATION

$11M
AAPL

APPLE INCORPORATED

$7.8M
AAPL

APPLE INCORPORATED

$7.3M
IBM

INTERNATIONAL BUSINESS MACHINES

$6.8M
SPG-PJ

SIMON PROPERTY GROUP INCORPORATED NEW REIT

$6.6M
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC FRA Holdings: 13F Position History | Track13F