Claris Financial LLC First Tr Morningstar Dividend Transaction History
Claris Financial LLC
- $141 Million
- Q1 2025
A detailed history of Claris Financial LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Claris Financial LLC holds 5,970 shares of FDL stock, worth $255,098. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,970
Previous 5,970
-0.0%
Holding current value
$255,098
Previous $240 Million
99.89%
% of portfolio
0.18%
Previous 0.16%
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