Kovitz Investment Group Partners, LLC First Tr Morningstar Dividend Transaction History
Kovitz Investment Group Partners, LLC
- $28.6 Billion
- Q4 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 13,980 shares of FDL stock, worth $560,038. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,980
Previous 13,980
-0.0%
Holding current value
$560,038
Previous $562,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
442Shares Held
69.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$365 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$280 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$127 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$120 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$110 Million0.03% of portfolio