Integrated Wealth Concepts LLC First Tr Morningstar Dividend Transaction History
Integrated Wealth Concepts LLC
- $7.83 Billion
- Q3 2024
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,713 shares of FDL stock, worth $1.74 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,713
Previous 120,190
66.13%
Holding current value
$1.74 Million
Previous $4.56 Million
62.55%
% of portfolio
0.02%
Previous 0.06%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
392Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$362 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$284 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$234 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$106 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$83.3 Million0.11% of portfolio