Private Portfolio Partners LLC First Tr Morningstar Dividend Transaction History
Private Portfolio Partners LLC
- $477 Million
- Q1 2024
A detailed history of Private Portfolio Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Private Portfolio Partners LLC holds 32,698 shares of FDL stock, worth $1.3 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
32,698
Previous 32,419
0.86%
Holding current value
$1.3 Million
Previous $1.16 Million
8.17%
% of portfolio
0.26%
Previous 0.27%
Shares
6 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