Regal Investment Advisors LLC First Tr Morningstar Dividend Transaction History
Regal Investment Advisors LLC
- $1.43 Billion
- Q1 2024
A detailed history of Regal Investment Advisors LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Regal Investment Advisors LLC holds 13,126 shares of FDL stock, worth $494,325. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,126
Previous 12,801
2.54%
Holding current value
$494,325
Previous $459,000
10.02%
% of portfolio
0.04%
Previous 0.03%
Shares
24 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio