Northwest Financial Advisors First Tr Morningstar Dividend Transaction History
Northwest Financial Advisors
- $136 Billion
- Q1 2024
A detailed history of Northwest Financial Advisors transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Northwest Financial Advisors holds 564 shares of FDL stock, worth $22,509. This represents 0.02% of its overall portfolio holdings.
Number of Shares
564
Previous 551
2.36%
Holding current value
$22,509
Previous $19.8 Million
9.73%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$330 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$265 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$93.4 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$82.9 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.5 Million0.11% of portfolio