Cape Investment Advisory, Inc. First Tr Morningstar Dividend Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
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 $38,371. This represents 0.02% of its overall portfolio holdings.
Number of Shares
898
Previous 898
-0.0%
Holding current value
$38,371
Previous $36.2 Million
7.9%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
470Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio