Strategic Financial Concepts, LLC First Tr Morningstar Dividend Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
A detailed history of Strategic Financial Concepts, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 5,289 shares of FDL stock, worth $213,992. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,289
Previous 164,030
96.78%
Holding current value
$213,992
Previous $206 Million
7.87%
% of portfolio
0.07%
Previous 0.12%
Shares
7 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