Icon Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 19,620 shares of FDL stock, worth $819,919. This represents 0.06% of its overall portfolio holdings.
Number of Shares
19,620
Previous 19,620
-0.0%
Holding current value
$819,919
Previous $754,000
1.33%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 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