Clear Creek Financial Management, LLC First Tr Morningstar Dividend Transaction History
Clear Creek Financial Management, LLC
- $903 Million
- Q1 2025
A detailed history of Clear Creek Financial Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 24,423 shares of FDL stock, worth $1 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
24,423
Previous 21,326
14.52%
Holding current value
$1 Million
Previous $858,000
23.54%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
454Shares Held
70.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$375 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$287 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio