Maia Wealth LLC First Tr Morningstar Dividend Transaction History

Maia Wealth LLC

$405 Billion
Q3 2024

A detailed history of Maia Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Maia Wealth LLC holds 16,648 shares of FDL stock, worth $696,718. This represents 0.17% of its overall portfolio holdings.

Number of Shares

16,648

Holding current value

$696,718

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$37.66 - $42.06 $626,963 - $700,214	16,648 New	16,648 $701 Million

Others Institutions Holding FDL

# of Institutions

376

Shares Held

62.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$330 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$274 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$228 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$97.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$95.1 Million
0.02% of portfolio

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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