True Private Wealth Advisors First Tr Morningstar Dividend Transaction History
True Private Wealth Advisors
- $779 Million
- Q4 2024
A detailed history of True Private Wealth Advisors transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, True Private Wealth Advisors holds 956,968 shares of FDL stock, worth $38.3 Million. This represents 4.94% of its overall portfolio holdings.
Number of Shares
956,968
Previous 974,990
1.85%
Holding current value
$38.3 Million
Previous $40.9 Million
5.8%
% of portfolio
4.94%
Previous 5.12%
Shares
11 transactions
Others Institutions Holding FDL
# of Institutions
441Shares Held
69.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$365 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$280 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$127 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$120 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$110 Million0.03% of portfolio