Atlas Private Wealth Advisors First Tr Morningstar Dividend Transaction History

Atlas Private Wealth Advisors

$680 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Apr 21, 2022	SELL	$32.91 - $35.56 $23,366 - $25,247	-710 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$21.3 - $29.06 $15,123 - $20,632	710 New	710 $18,000

Others Institutions Holding FDL

# of Institutions

392

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$366 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$288 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$236 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$107 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$84.2 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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