Rockport Wealth LLC First Tr Morningstar Dividend Transaction History
Rockport Wealth LLC
- $375 Billion
- Q3 2024
A detailed history of Rockport Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Rockport Wealth LLC holds 1,631,650 shares of FDL stock, worth $64.8 Million. This represents 18.25% of its overall portfolio holdings.
Number of Shares
1,631,650Holding current value
$64.8 Million% of portfolio
18.25%Shares
1 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
-
Morgan Stanley New York, NY6.64MShares$263 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$97.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.1 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$71.7 Million0.02% of portfolio