Cape Investment Advisory, Inc. First Tr Morningstar Dividend Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 898 shares of FDL stock, worth $37,293. This represents 0.02% of its overall portfolio holdings.
Number of Shares
898
Previous 898
-0.0%
Holding current value
$37,293
Previous $34.1 Million
10.6%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75 Million0.02% of portfolio