Maia Wealth LLC First Tr Morningstar Dividend Transaction History

Maia Wealth LLC

$405 Billion
Q3 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 16,648 shares of FDL stock, worth $673,578. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,648

Holding current value

$673,578

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$37.66 - $42.06 $626,963 - $700,214	16,648 New	16,648 $701 Million

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$342 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$268 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$221 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.8 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.6 Million
0.11% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
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