Creekmur Asset Management LLC First Tr Morningstar Dividend Transaction History
Creekmur Asset Management LLC
- $426 Billion
- Q3 2024
A detailed history of Creekmur Asset Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Creekmur Asset Management LLC holds 558 shares of FDL stock, worth $23,106. This represents 0.01% of its overall portfolio holdings.
Number of Shares
558
Previous 666
16.22%
Holding current value
$23,106
Previous $25.3 Million
7.31%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
396Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$350 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$275 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.5 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.8 Million0.02% of portfolio