Iht Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Iht Wealth Management, LLC holds 74,305 shares of FDL stock, worth $3.01 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
74,305
Previous 71,195
4.37%
Holding current value
$3.01 Million
Previous $2.7 Million
15.44%
% of portfolio
0.09%
Previous 0.1%
Shares
20 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