Kingsview Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 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 37,991 shares of FDL stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
37,991
Previous 37,252
1.98%
Holding current value
$1.54 Million
Previous $1.41 Million
12.82%
% of portfolio
0.04%
Previous 0.04%
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$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$269 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.7 Million0.11% of portfolio