Sloy Dahl & Holst, LLC First Tr Morningstar Dividend Transaction History
Sloy Dahl & Holst, LLC
- $551 Million
- Q3 2024
A detailed history of Sloy Dahl & Holst, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sloy Dahl & Holst, LLC holds 7,680 shares of FDL stock, worth $316,800. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,680
Previous 7,680
-0.0%
Holding current value
$316,800
Previous $291,000
10.65%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
396Shares Held
59.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$349 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$274 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$80.2 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.5 Million0.02% of portfolio