Beacon Financial Group First Tr Morningstar Dividend Transaction History
Beacon Financial Group
- $869 Million
- Q1 2025
A detailed history of Beacon Financial Group transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Beacon Financial Group holds 515,183 shares of FDL stock, worth $20.6 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
515,183
Previous 533,217
3.38%
Holding current value
$20.6 Million
Previous $21.5 Million
2.69%
% of portfolio
2.54%
Previous 2.42%
Shares
27 transactions
Others Institutions Holding FDL
# of Institutions
442Shares Held
69.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$365 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$280 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$127 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$120 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$110 Million0.03% of portfolio