Cresset Asset Management, LLC First Tr Morningstar Dividend Transaction History
Cresset Asset Management, LLC
- $17.3 Billion
- Q4 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 16,395 shares of FDL stock, worth $674,818. This represents 0.0% of its overall portfolio holdings.
Number of Shares
16,395
Previous 13,420
22.17%
Holding current value
$674,818
Previous $562,000
17.44%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FDL
# of Institutions
450Shares Held
70.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$375 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$288 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio