Avantax Advisory Services, Inc. First Tr Morningstar Dividend Transaction History
Avantax Advisory Services, Inc.
- $16 Billion
- Q1 2025
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 179,330 shares of FDL stock, worth $7.49 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
179,330
Previous 142,692
25.68%
Holding current value
$7.49 Million
Previous $5.74 Million
35.62%
% of portfolio
0.05%
Previous 0.04%
Shares
24 transactions
Others Institutions Holding FDL
# of Institutions
471Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$449 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$312 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$159 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$139 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$117 Million0.03% of portfolio