Merkkuri Wealth Advisors LLC First Tr Morningstar Dividend Transaction History
Merkkuri Wealth Advisors LLC
- $127 Billion
- Q3 2024
A detailed history of Merkkuri Wealth Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 14,501 shares of FDL stock, worth $586,710. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,501
Previous 14,422
0.55%
Holding current value
$586,710
Previous $547 Million
11.2%
% of portfolio
0.48%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$342 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$268 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$221 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio