Private Wealth Management Group, LLC
Position in FTF — Franklin Ltd Duration Income Trust
CIK 2011342
PRINCETON, NJ
Position in FTF
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$3,672
New position
Shares Held
630
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Private Wealth Management Group, LLC holds $229,624 across 30 Asset Management names. FTF ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
323 | $37,141 | |
| 2 | BLK |
BlackRock, Inc.
|
38 | $36,544 | |
| 3 | STT |
State Street Corp
|
246 | $31,133 | |
| 4 | GSBD |
Goldman Sachs BDC, Inc.
|
2,115 | $18,781 | |
| 5 | TROW |
Price T Rowe Group Inc
|
146 | $13,160 | |
| 6 | PFG |
Principal Financial Group Inc
|
146 | $13,156 | |
| 7 | RJF |
Raymond James Financial Inc
|
62 | $8,976 | |
| 8 | FHI |
Federated Hermes, Inc.
|
111 | $6,294 |
All Filings in FTF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,672 | 630 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||