Doyle Wealth Management First Tr Morningstar Dividend Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Doyle Wealth Management holds 11,160 shares of FDL stock, worth $466,153. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,160
Previous 11,866
5.95%
Holding current value
$466,153
Previous $418,000
14.11%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio