Institute For Wealth Management, Llc. First Tr Morningstar Dividend Transaction History
Institute For Wealth Management, Llc.
- $781 Million
- Q3 2024
A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,598 shares of FDL stock, worth $266,955. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,598
Previous 6,598
-0.0%
Holding current value
$266,955
Previous $250,000
10.4%
% of portfolio
0.04%
Previous 0.03%
Shares
12 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