Maia Wealth LLC First Tr Morningstar Dividend Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

A detailed history of Maia Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Maia Wealth LLC holds 16,648 shares of FDL stock, worth $721,524. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,648

Holding current value

$721,524

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$37.66 - $42.06 $626,963 - $700,214	16,648 New	16,648 $701 Million

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$366 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$288 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$236 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$107 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$84.2 Million
0.11% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account