Neumann Capital Management, LLC First Tr Morningstar Dividend Transaction History
Neumann Capital Management, LLC
- $299 Million
- Q3 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 $700,966. This represents 0.24% of its overall portfolio holdings.
Number of Shares
17,450Holding current value
$700,966% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio