Advisor Os, LLC First Tr Morningstar Dividend Transaction History

Advisor Os, LLC

$968 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	BUY	$33.36 - $35.96 $34,827 - $37,542	1,044 Added 15.27%	7,882 $263,000
Q2 2023 Aug 08, 2023	BUY	$33.19 - $36.38 $226,953 - $248,766	6,838 New	6,838 $232,000

Others Institutions Holding FDL

# of Institutions

382

Shares Held

62.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$359 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$278 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$232 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$99.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$96.6 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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