Avantax Advisory Services, Inc. First Tr Morningstar Dividend Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 2024
A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 210,967 shares of FDL stock, worth $8.82 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
210,967
Previous 273,941
22.99%
Holding current value
$8.82 Million
Previous $10.5 Million
24.1%
% of portfolio
0.06%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio