Harvest Investment Services, LLC First Tr Morningstar Dividend Transaction History
Harvest Investment Services, LLC
- $320 Million
- Q1 2025
A detailed history of Harvest Investment Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Harvest Investment Services, LLC holds 128,113 shares of FDL stock, worth $5.47 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
128,113
Previous 149,918
14.54%
Holding current value
$5.47 Million
Previous $6.04 Million
7.79%
% of portfolio
1.74%
Previous 1.57%
Shares
26 transactions
Others Institutions Holding FDL
# of Institutions
470Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio