Legacy Wealth Managment, Llc/Id First Tr Morningstar Dividend Transaction History

Legacy Wealth Managment, Llc/Id

$142 Million
Q3 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 5 shares of FDL stock, worth $208. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$208

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$37.66 - $42.06 $188 - $210	5 New	5 $0

Others Institutions Holding FDL

# of Institutions

399

Shares Held

60M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$352 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$276 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$103 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$80.9 Million
0.11% of portfolio
Ubs Group Ag

1.81M
Shares

$75.2 Million
0.02% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Legacy Wealth Managment, Llc/Id First Tr Morningstar Dividend Transaction History