Beacon Capital Management, LLC First Tr Morningstar Dividend Transaction History
Beacon Capital Management, LLC
- $580 Million
- Q3 2024
A detailed history of Beacon Capital Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Beacon Capital Management, LLC holds 3,211 shares of FDL stock, worth $131,137. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,211
Previous 3,211
-0.0%
Holding current value
$131,137
Previous $121,000
10.74%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
395Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$345 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$271 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.4 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$73.7 Million0.02% of portfolio