Tanglewood Legacy Advisors, LLC First Tr Morningstar Dividend Transaction History
Tanglewood Legacy Advisors, LLC
- $228 Billion
- Q1 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 1,085 shares of FDL stock, worth $44,636. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,085
Previous 1,085
-0.0%
Holding current value
$44,636
Previous $43.7 Million
7.9%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
455Shares Held
70.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$442 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.99MShares$287 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio