Lloyd Advisory Services, Llc. First Tr Morningstar Dividend Transaction History
Lloyd Advisory Services, Llc.
- $110 Million
- Q1 2025
A detailed history of Lloyd Advisory Services, Llc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 42,157 shares of FDL stock, worth $1.69 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
42,157Holding current value
$1.69 Million% of portfolio
1.64%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
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$120 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$110 Million0.03% of portfolio