River Tree Advisors, LLC First Tr Morningstar Dividend Transaction History
River Tree Advisors, LLC
- $143 Million
- Q4 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 79,078 shares of FDL stock, worth $3.28 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
79,078
Previous 8,279
855.16%
Holding current value
$3.28 Million
Previous $347,000
817.29%
% of portfolio
2.23%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall 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