Level Four Advisory Services, LLC First Tr Morningstar Dividend Transaction History
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 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 18,280 shares of FDL stock, worth $792,255. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,280
Previous 15,534
17.68%
Holding current value
$792,255
Previous $589,000
30.05%
% of portfolio
0.03%
Previous 0.03%
Shares
13 transactions
Others Institutions Holding FDL
# of Institutions
392Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$366 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$288 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$236 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$107 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$84.2 Million0.11% of portfolio