Neumann Capital Management, LLC First Tr Morningstar Dividend Transaction History
Neumann Capital Management, LLC
- $301 Million
- Q4 2024
A detailed history of Neumann Capital Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Neumann Capital Management, LLC holds 17,450 shares of FDL stock, worth $724,698. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,450
Previous 17,450
-0.0%
Holding current value
$724,698
Previous $732,000
4.1%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75 Million0.02% of portfolio