Clear Perspectives Financial Planning, LLC First Tr Morningstar Dividend Put Options Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

441

Shares Held

69.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$366 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$281 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$127 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$121 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$110 Million
0.03% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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