True Capital Management First Tr Morningstar Dividend Transaction History
True Capital Management
- $146 Billion
- Q1 2023
A detailed history of True Capital Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, True Capital Management holds 15,681 shares of FDL stock, worth $635,080. This represents 0.38% of its overall portfolio holdings.
Number of Shares
15,681
Previous 15,406
1.79%
Holding current value
$635,080
Previous $563 Million
1.17%
% of portfolio
0.38%
Previous 0.46%
Shares
2 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$269 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.7 Million0.11% of portfolio