Ever Source Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jun 11, 2024	BUY	$35.29 - $38.48 $0 - $0	0 New	0 $0

Others Institutions Holding FDL

# of Institutions

378

Shares Held

57.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.26M
Shares

$311 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$250 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.34M
Shares

$88.1 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$78.2 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.81M
Shares

$68.2 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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