Heartwood Wealth Advisors LLC First Tr Morningstar Dividend Transaction History
Heartwood Wealth Advisors LLC
- $836 Million
- Q2 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 6,246 shares of FDL stock, worth $260,895. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,246
Previous 6,246
-0.0%
Holding current value
$260,895
Previous $240,000
1.67%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 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