Clear Perspectives Financial Planning, LLC First Tr Morningstar Dividend Transaction History
Clear Perspectives Financial Planning, LLC
- $178 Million
- Q1 2023
A detailed history of Clear Perspectives Financial Planning, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 390 shares of FDL stock, worth $16,290. This represents 0.01% of its overall portfolio holdings.
Number of Shares
390
Previous 156,962
99.75%
Holding current value
$16,290
Previous $5.74 Million
99.77%
% of portfolio
0.01%
Previous 3.05%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio