Merkkuri Wealth Advisors LLC First Tr Morningstar Dividend Transaction History
Merkkuri Wealth Advisors LLC
- $126 Billion
- Q4 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 12,116 shares of FDL stock, worth $524,138. This represents 0.39% of its overall portfolio holdings.
Number of Shares
12,116
Previous 14,501
16.45%
Holding current value
$524,138
Previous $608 Million
19.82%
% of portfolio
0.39%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$394 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$302 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