Elevation Capital Advisory, LLC First Tr Morningstar Dividend Transaction History
Elevation Capital Advisory, LLC
- $229 Billion
- Q1 2025
A detailed history of Elevation Capital Advisory, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 221,959 shares of FDL stock, worth $9.13 Million. This represents 4.21% of its overall portfolio holdings.
Number of Shares
221,959Holding current value
$9.13 Million% of portfolio
4.21%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
469Shares Held
78.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$442 Million0.19% of portfolio
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Morgan Stanley New York, NY7.48MShares$308 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.81MShares$157 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.32MShares$137 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA2.8MShares$115 Million0.03% of portfolio