Elevated Capital Advisors, LLC First Tr Morningstar Dividend Transaction History
Elevated Capital Advisors, LLC
- $341 Million
- Q2 2024
A detailed history of Elevated Capital Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 121,202 shares of FDL stock, worth $5.06 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
121,202
Previous 283,232
57.21%
Holding current value
$5.06 Million
Previous $10.9 Million
57.82%
% of portfolio
1.35%
Previous 3.15%
Shares
14 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
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio