American Institute For Advanced Investment Management, LLP First Tr Morningstar Dividend Transaction History

American Institute For Advanced Investment Management, LLP

$133 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 20, 2020	SELL	$21.3 - $29.06 $895,963 - $1.22 Million	-42,064 Closed	0 $0
Q1 2020 Apr 22, 2020	SELL	$19.15 - $32.68 $314,940 - $537,455	-16,446 Reduced 28.11%	42,064 $939,000
Q4 2019 Mar 19, 2020	BUY	$29.94 - $32.68 $1.75 Million - $1.91 Million	58,510 New	58,510 $1.91 Million

Others Institutions Holding FDL

# of Institutions

406

Shares Held

60.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$352 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$276 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$103 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$75.2 Million
0.02% of portfolio

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