Heartwood Wealth Advisors LLC First Tr Morningstar Dividend Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,246 shares of FDL stock, worth $252,713. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,246
Previous 6,246
-0.0%
Holding current value
$252,713
Previous $236,000
11.02%
% of portfolio
0.03%
Previous 0.03%
Shares
5 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