Sage Oak Financial, LLC First Tr Morningstar Dividend Transaction History
Sage Oak Financial, LLC
- $109 Billion
- Q4 2024
A detailed history of Sage Oak Financial, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sage Oak Financial, LLC holds 23,416 shares of FDL stock, worth $1.01 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
23,416Holding current value
$1.01 Million% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$394 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$302 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$137 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio