Concurrent Investment Advisors, LLC First Tr Morningstar Dividend Call Options Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

392

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$362 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$284 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$234 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$106 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$83.3 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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