Marshall Investment Management, LLC First Tr Morningstar Dividend Transaction History
Marshall Investment Management, LLC
- $170 Billion
- Q4 2024
A detailed history of Marshall Investment Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Marshall Investment Management, LLC holds 34,979 shares of FDL stock, worth $1.48 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
34,979Holding current value
$1.48 Million% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
417Shares Held
65.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$385 Million0.15% of portfolio
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Morgan Stanley New York, NY6.64MShares$280 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$134 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$116 Million0.03% of portfolio
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Rockport Wealth LLC Fairview Park, OH1.95MShares$82.5 Million34.93% of portfolio