Financial Perspectives, Inc First Tr Morningstar Dividend Transaction History
Financial Perspectives, Inc
- $264 Billion
- Q1 2024
A detailed history of Financial Perspectives, Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Financial Perspectives, Inc holds 275 shares of FDL stock, worth $10,362. This represents 0.0% of its overall portfolio holdings.
Number of Shares
275
Previous 275
-0.0%
Holding current value
$10,362
Previous $9.87 Million
7.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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