Pinnacle Family Advisors, LLC First Tr Morningstar Dividend Transaction History
Pinnacle Family Advisors, LLC
- $171 Million
- Q3 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 10,126 shares of FDL stock, worth $409,697. This represents 0.25% of its overall portfolio holdings.
Number of Shares
10,126
Previous 22,855
55.69%
Holding current value
$409,697
Previous $866,000
51.04%
% of portfolio
0.25%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio