Level Four Advisory Services, LLC First Tr Morningstar Dividend Transaction History
Level Four Advisory Services, LLC
- $2.11 Billion
- Q2 2024
A detailed history of Level Four Advisory Services, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 15,534 shares of FDL stock, worth $649,321. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,534
Previous 24,172
35.74%
Holding current value
$649,321
Previous $930,000
36.67%
% of portfolio
0.03%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio