Icon Wealth Partners, LLC First Tr Morningstar Dividend Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 22,113 shares of FDL stock, worth $952,185. This represents 0.08% of its overall portfolio holdings.
Number of Shares
22,113
Previous 24,186
8.57%
Holding current value
$952,185
Previous $822,000
10.1%
% of portfolio
0.08%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$392 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$301 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$136 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$118 Million0.03% of portfolio