Cape Investment Advisory, Inc. First Tr Morningstar Dividend Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 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 $38,461. This represents 0.01% of its overall portfolio holdings.
Number of Shares
898
Previous 898
-0.0%
Holding current value
$38,461
Previous $37.7 Million
4.03%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$390 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$299 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$135 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$129 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$117 Million0.03% of portfolio