Institute For Wealth Management, Llc. First Tr Morningstar Dividend Put Options Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

483

Shares Held

81.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

12.2M
Shares

$533 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.84M
Shares

$342 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.23M
Shares

$185 Million
0.06% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.91M
Shares

$171 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.16M
Shares

$138 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

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