Crumly & Associates Inc. First Tr Morningstar Dividend Transaction History
Crumly & Associates Inc.
- $343 Million
- Q1 2024
A detailed history of Crumly & Associates Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Crumly & Associates Inc. holds 39,901 shares of FDL stock, worth $1.51 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
39,901
Previous 106,005
62.36%
Holding current value
$1.51 Million
Previous $3.8 Million
59.64%
% of portfolio
0.45%
Previous 1.23%
Shares
7 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$313 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$251 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.5 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.6 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.5 Million0.02% of portfolio