Atlas Private Wealth Advisors First Tr Morningstar Dividend Transaction History
Atlas Private Wealth Advisors
- $731 Million
- Q2 2025
A detailed history of Atlas Private Wealth Advisors transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 42,952 shares of FDL stock, worth $1.89 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
42,952Holding current value
$1.89 Million% of portfolio
0.25%Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
484Shares Held
82.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$520 Million0.18% of portfolio
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Morgan Stanley New York, NY7.84MShares$344 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.23MShares$186 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.91MShares$172 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.07MShares$135 Million0.03% of portfolio