Independent Advisor Alliance First Tr Morningstar Dividend Transaction History
Independent Advisor Alliance
- $2.71 Billion
- Q3 2024
A detailed history of Independent Advisor Alliance transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Independent Advisor Alliance holds 93,669 shares of FDL stock, worth $3.76 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
93,669
Previous 90,390
3.63%
Holding current value
$3.76 Million
Previous $3.43 Million
14.61%
% of portfolio
0.14%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio