Lvz, Inc. First Tr Morningstar Dividend Transaction History

Lvz, Inc.

$775 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$33.91 - $38.26 $6,273 - $7,078	185 Added 3.09%	6,165 $218,000
Q4 2022 Jan 17, 2023	BUY	$33.07 - $38.07 $197,758 - $227,658	5,980 New	5,980 $0

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$340 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$267 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$219 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.1 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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