Frg Family Wealth Advisors LLC First Tr Morningstar Dividend Transaction History

Frg Family Wealth Advisors LLC

$682 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$35.29 - $38.48 $2,152 - $2,347	61 New	61 $2,000

Others Institutions Holding FDL

# of Institutions

376

Shares Held

62.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$330 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$274 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$228 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$97.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$95.1 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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