Srs Capital Advisors, Inc. First Tr Morningstar Dividend Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
A detailed history of Srs Capital Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 92,002 shares of FDL stock, worth $3.84 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
92,002Holding current value
$3.84 Million% of portfolio
0.25%Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
413Shares Held
64.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$380 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.64MShares$277 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$132 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$103 Million0.02% of portfolio
-
Rockport Wealth LLC Fairview Park, OH1.95MShares$81.4 Million34.93% of portfolio