Integrated Wealth Concepts LLC First Tr Morningstar Dividend Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 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 120,190 shares of FDL stock, worth $4.99 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
120,190
Previous 137,079
12.32%
Holding current value
$4.99 Million
Previous $5.27 Million
13.58%
% of portfolio
0.06%
Previous 0.08%
Shares
13 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$328 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.2 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$94.4 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.6 Million0.11% of portfolio