Cresset Asset Management, LLC First Tr Morningstar Dividend Transaction History
Cresset Asset Management, LLC
- $20.6 Billion
- Q1 2024
A detailed history of Cresset Asset Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cresset Asset Management, LLC holds 16,224 shares of FDL stock, worth $610,995. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,224
Previous 16,245
0.13%
Holding current value
$610,995
Previous $582,000
7.22%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio