Oldfather Financial Services, LLC First Tr Morningstar Dividend Transaction History
Oldfather Financial Services, LLC
- $262 Million
- Q4 2024
A detailed history of Oldfather Financial Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 8,636 shares of FDL stock, worth $359,775. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,636
Previous 8,636
-0.0%
Holding current value
$359,775
Previous $362,000
4.14%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
406Shares Held
60.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$352 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$103 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75.2 Million0.02% of portfolio