Belpointe Asset Management LLC First Tr Morningstar Dividend Transaction History
Belpointe Asset Management LLC
- $1.24 Billion
- Q1 2024
A detailed history of Belpointe Asset Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Belpointe Asset Management LLC holds 15,817 shares of FDL stock, worth $598,515. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,817
Previous 47,439
66.66%
Holding current value
$598,515
Previous $1.7 Million
64.28%
% of portfolio
0.05%
Previous 0.16%
Shares
7 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