Aspect Partners, LLC First Tr Morningstar Dividend Transaction History

Aspect Partners, LLC

$173 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 15, 2024	BUY	$31.58 - $36.4 $7,831 - $9,027	248 New	248 $8.9 Million

Others Institutions Holding FDL

# of Institutions

413

Shares Held

64.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$380 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$277 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$132 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$103 Million
0.02% of portfolio
Rockport Wealth LLC Fairview Park, OH

1.95M
Shares

$81.4 Million
34.93% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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