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 $5.28 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
127,060
Previous 16,531
668.62%
Holding current value
$5.28 Million
Previous $627 Million
750.08%
% of portfolio
0.99%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
62.4MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$328 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$272 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$227 Million0.36% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$94.5 Million0.02% of portfolio