Icon Wealth Partners, LLC First Tr Morningstar Dividend Call Options Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

411

Shares Held

63.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$353 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$277 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$132 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$103 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81.1 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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