Mach 1 Financial Group, LLC First Tr Morningstar Dividend Transaction History
Mach 1 Financial Group, LLC
- $140 Million
- Q3 2024
A detailed history of Mach 1 Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mach 1 Financial Group, LLC holds 90,871 shares of FDL stock, worth $3.84 Million. This represents 2.73% of its overall portfolio holdings.
Number of Shares
90,871
Previous 168,344
46.02%
Holding current value
$3.84 Million
Previous $6.39 Million
40.3%
% of portfolio
2.73%
Previous 4.99%
Shares
10 transactions
Others Institutions Holding FDL
# of Institutions
417Shares Held
65.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$385 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.64MShares$280 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$134 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$104 Million0.02% of portfolio
-
Rockport Wealth LLC Fairview Park, OH1.95MShares$82.5 Million34.93% of portfolio