Maia Wealth LLC First Tr Morningstar Dividend Transaction History
Maia Wealth LLC
- $465 Billion
- Q4 2024
A detailed history of Maia Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Maia Wealth LLC holds 23,098 shares of FDL stock, worth $999,219. This represents 0.21% of its overall portfolio holdings.
Number of Shares
23,098
Previous 16,648
38.74%
Holding current value
$999,219
Previous $701 Million
38.32%
% of portfolio
0.21%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$394 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$137 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio