Signature Estate & Investment Advisors LLC First Tr Morningstar Dividend Transaction History
Signature Estate & Investment Advisors LLC
- $4.32 Billion
- Q3 2024
A detailed history of Signature Estate & Investment Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 7,416 shares of FDL stock, worth $300,051. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,416
Previous 5,956
24.51%
Holding current value
$300,051
Previous $225,000
38.22%
% of portfolio
0.01%
Previous 0.01%
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