Guerra Advisors Inc First Tr Morningstar Dividend Transaction History
Guerra Advisors Inc
- $271 Billion
- Q3 2025
A detailed history of Guerra Advisors Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Guerra Advisors Inc holds 33,264 shares of FDL stock, worth $1.45 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
33,264
Previous 196,393
83.06%
Holding current value
$1.45 Million
Previous $8.22 Billion
82.44%
% of portfolio
0.53%
Previous 3.89%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
484Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.2MShares$533 Million0.17% of portfolio
-
Morgan Stanley New York, NY7.89MShares$344 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.51MShares$197 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$174 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.16MShares$138 Million0.03% of portfolio