Kovitz Investment Group Partners, LLC First Tr Morningstar Dividend Transaction History
Kovitz Investment Group Partners, LLC
- $15 Billion
- Q3 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 13,506 shares of FDL stock, worth $566,711. This represents 0.0% of its overall portfolio holdings.
Number of Shares
13,506Holding current value
$566,711% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$355 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$278 Million0.02% of portfolio
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International Assets Investment Management, LLC Orlando, FL5.45MShares$229 Million0.36% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$104 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.6 Million0.11% of portfolio