Financial Advocates Investment Management First Tr Morningstar Dividend Transaction History
Financial Advocates Investment Management
- $1.72 Billion
- Q1 2024
A detailed history of Financial Advocates Investment Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Financial Advocates Investment Management holds 155,859 shares of FDL stock, worth $5.87 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
155,859
Previous 208,027
25.08%
Holding current value
$5.87 Million
Previous $7.46 Million
19.65%
% of portfolio
0.35%
Previous 0.48%
Shares
21 transactions
Others Institutions Holding FDL
# of Institutions
377Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.3 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio