Beacon Pointe Advisors, LLC First Tr Morningstar Dividend Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 6,045 shares of FDL stock, worth $228,742. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,045
Previous 6,152
1.74%
Holding current value
$228,742
Previous $220,000
5.45%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$313 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$251 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.5 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.6 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.5 Million0.02% of portfolio