Level Four Advisory Services, LLC First Tr Morningstar Dividend Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 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 17,899 shares of FDL stock, worth $776,458. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,899
Previous 18,280
2.08%
Holding current value
$776,458
Previous $766,000
6.01%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
426Shares Held
68.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$395 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$303 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$137 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio