Accel Wealth Management First Tr Morningstar Dividend Transaction History
Accel Wealth Management
- $230 Million
- Q1 2024
A detailed history of Accel Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Accel Wealth Management holds 19,145 shares of FDL stock, worth $722,532. This represents 0.32% of its overall portfolio holdings.
Number of Shares
19,145
Previous 20,919
8.48%
Holding current value
$722,532
Previous $750,000
1.87%
% of portfolio
0.32%
Previous 0.38%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$312 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.3 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.4 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.3 Million0.02% of portfolio