Swisher Financial Concepts, Inc. First Tr Morningstar Dividend Transaction History
Swisher Financial Concepts, Inc.
- $159 Million
- Q3 2024
A detailed history of Swisher Financial Concepts, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 8,316 shares of FDL stock, worth $345,363. This represents 0.22% of its overall portfolio holdings.
Number of Shares
8,316
Previous 8,400
1.0%
Holding current value
$345,363
Previous $318,000
8.49%
% of portfolio
0.22%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75 Million0.02% of portfolio