Kingsview Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Kingsview Wealth Management, LLC
- $3.76 Billion
- Q1 2024
A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 34,579 shares of FDL stock, worth $1.38 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
34,579
Previous 31,368
10.24%
Holding current value
$1.38 Million
Previous $1.13 Million
18.22%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$330 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$265 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$93.4 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$82.9 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.5 Million0.11% of portfolio