Formidable Asset Management, LLC First Tr Morningstar Dividend Transaction History
Formidable Asset Management, LLC
- $604 Million
- Q2 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 9,900 shares of FDL stock, worth $413,721. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,900
Previous 10,600
6.6%
Holding current value
$413,721
Previous $407,000
7.86%
% of portfolio
0.06%
Previous 0.07%
Shares
18 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio