Cerity Partners LLC First Tr Morningstar Dividend Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

A detailed history of Cerity Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cerity Partners LLC holds 5,967 shares of FDL stock, worth $250,375. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,967

Holding current value

$250,375

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$37.66 - $42.06 $224,717 - $250,972	5,967 New	5,967 $250,000

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$355 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$278 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$229 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$104 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81.6 Million
0.11% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Account