Aveo Capital Partners, LLC First Tr Morningstar Dividend Transaction History
Aveo Capital Partners, LLC
- $883 Million
- Q1 2024
A detailed history of Aveo Capital Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 5,932 shares of FDL stock, worth $223,399. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,932
Previous 6,462
8.2%
Holding current value
$223,399
Previous $231,000
1.3%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio