Financial Perspectives, Inc First Tr Morningstar Dividend Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Financial Perspectives, Inc holds 275 shares of FDL stock, worth $11,420. This represents 0.0% of its overall portfolio holdings.
Number of Shares
275
Previous 275
-0.0%
Holding current value
$11,420
Previous $10.4 Million
10.59%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75 Million0.02% of portfolio