Tanglewood Legacy Advisors, LLC First Tr Morningstar Dividend Transaction History
Tanglewood Legacy Advisors, LLC
- $259 Billion
- Q3 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 1,085 shares of FDL stock, worth $47,338. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,085
Previous 1,085
-0.0%
Holding current value
$47,338
Previous $45.4 Million
3.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
479Shares Held
86.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.2MShares$533 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.89MShares$344 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$197 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$174 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.16MShares$138 Million0.03% of portfolio