Arete Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 37,139 shares of FDL stock, worth $1.62 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
37,139
Previous 42,847
13.32%
Holding current value
$1.62 Million
Previous $1.79 Million
16.75%
% of portfolio
0.11%
Previous 0.15%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$397 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$304 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$138 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$131 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio