Moisand Fitzgerald Tamayo, LLC First Tr Morningstar Dividend Transaction History
Moisand Fitzgerald Tamayo, LLC
- $681 Million
- Q4 2024
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 925 shares of FDL stock, worth $38,415. This represents 0.01% of its overall portfolio holdings.
Number of Shares
925
Previous 925
-0.0%
Holding current value
$38,415
Previous $38,000
2.63%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
406Shares Held
60.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75 Million0.02% of portfolio