Formidable Asset Management, LLC First Tr Morningstar Dividend Transaction History
Formidable Asset Management, LLC
- $609 Million
- Q3 2024
A detailed history of Formidable Asset Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Formidable Asset Management, LLC holds 15,682 shares of FDL stock, worth $629,945. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,682
Previous 9,900
58.4%
Holding current value
$629,945
Previous $375,000
75.2%
% of portfolio
0.11%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio