Guerra Advisors Inc First Tr Morningstar Dividend Transaction History

Guerra Advisors Inc

$179 Billion
Q1 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 111,176 shares of FDL stock, worth $4.51 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

111,176

Holding current value

$4.51 Million

% of portfolio

2.7%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$39.69 - $43.83 $4.41 Million - $4.87 Million	111,176 New	111,176 $4.83 Billion

Others Institutions Holding FDL

# of Institutions

448

Shares Held

70.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$370 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$283 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$128 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$122 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$111 Million
0.03% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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Guerra Advisors Inc First Tr Morningstar Dividend Transaction History