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 $16,036. This represents 0.01% of its overall portfolio holdings.
Number of Shares
390
Previous 156,962
99.75%
Holding current value
$16,036
Previous $5.74 Million
99.77%
% of portfolio
0.01%
Previous 3.05%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
397Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$348 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$273 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.9 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.2 Million0.02% of portfolio