Lloyd Advisory Services, Llc. First Tr Morningstar Dividend Transaction History
Lloyd Advisory Services, Llc.
- $104 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
480Shares Held
79.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$506 Million0.18% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio