Merkkuri Wealth Advisors LLC First Tr Morningstar Dividend Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 14,501 shares of FDL stock, worth $610,202. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,501
Previous 14,422
0.55%
Holding current value
$610,202
Previous $547 Million
11.2%
% of portfolio
0.48%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
62.4MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$332 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$275 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$229 Million0.36% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$98.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95.7 Million0.02% of portfolio