Moisand Fitzgerald Tamayo, LLC First Tr Morningstar Dividend Transaction History
Moisand Fitzgerald Tamayo, LLC
- $697 Million
- Q1 2025
A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 925 shares of FDL stock, worth $38,850. This represents 0.01% of its overall portfolio holdings.
Number of Shares
925
Previous 925
-0.0%
Holding current value
$38,850
Previous $37,000
8.11%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
470Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$451 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$314 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$160 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$139 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$118 Million0.03% of portfolio