Capital Analysts, LLC First Tr Morningstar Dividend Transaction History
Capital Analysts, LLC
- $2.45 Billion
- Q3 2024
A detailed history of Capital Analysts, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Capital Analysts, LLC holds 36,526 shares of FDL stock, worth $1.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
36,526
Previous 25,940
40.81%
Holding current value
$1.45 Million
Previous $983,000
55.95%
% of portfolio
0.06%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
59.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$336 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$263 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$97.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.1 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$71.7 Million0.02% of portfolio