Bok Financial Private Wealth, Inc. First Tr Morningstar Dividend Transaction History
Bok Financial Private Wealth, Inc.
- $1.38 Billion
- Q3 2024
A detailed history of Bok Financial Private Wealth, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 6,055 shares of FDL stock, worth $248,981. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,055
Previous 6,055
-0.0%
Holding current value
$248,981
Previous $229,000
10.92%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
397Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$348 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$273 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$79.9 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.2 Million0.02% of portfolio