Mc Adam, LLC First Tr Morningstar Dividend Transaction History

Mc Adam, LLC

$1.77 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 30, 2019	SELL	$25.99 - $30.19 $14,372 - $16,695	-553 Closed	0 $0
Q2 2018 Aug 22, 2018	SELL	$27.65 - $29.13 $11,060 - $11,652	-400 Reduced 41.97%	553 $16,000
Q1 2018 Apr 24, 2018	BUY	$27.43 - $31.14 $26,140 - $29,676	953 New	953 $27,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

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

About FIRST TR MORNINGSTAR DIVIDEND

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