Fortis Group Advisors, LLC First Tr Morningstar Dividend Transaction History
Fortis Group Advisors, LLC
- $541 Billion
- Q3 2024
A detailed history of Fortis Group Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 127,060 shares of FDL stock, worth $5.14 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
127,060
Previous 16,531
668.62%
Holding current value
$5.14 Million
Previous $627 Million
750.08%
% of portfolio
0.99%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio