River Tree Advisors, LLC First Tr Morningstar Dividend Transaction History
River Tree Advisors, LLC
- $138 Million
- Q3 2024
A detailed history of River Tree Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, River Tree Advisors, LLC holds 8,279 shares of FDL stock, worth $328,593. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,279Holding current value
$328,593% of portfolio
0.25%Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
59.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$336 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$263 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$97.9 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.1 Million0.11% of portfolio
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Ubs Group Ag1.81MShares$71.7 Million0.02% of portfolio