Mach 1 Financial Group, LLC First Tr Morningstar Dividend Transaction History
Mach 1 Financial Group, LLC
- $128 Million
- Q2 2024
A detailed history of Mach 1 Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mach 1 Financial Group, LLC holds 168,344 shares of FDL stock, worth $6.93 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
168,344
Previous 158,161
6.44%
Holding current value
$6.93 Million
Previous $6.09 Million
4.91%
% of portfolio
4.99%
Previous 4.89%
Shares
9 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$325 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$96.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$93.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.9 Million0.11% of portfolio