Mount Yale Investment Advisors, LLC First Tr Morningstar Dividend Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 47,111 shares of FDL stock, worth $2.06 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
47,111Holding current value
$2.06 Million% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
474Shares Held
85.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.2MShares$533 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.89MShares$344 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$197 Million0.07% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4MShares$174 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.16MShares$138 Million0.03% of portfolio