Centric Wealth Management First Tr Morningstar Dividend Call Options Transaction History

Centric Wealth Management

$329 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

376

Shares Held

62.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$328 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$272 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$227 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$97.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$94.5 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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