Rockport Wealth LLC First Tr Morningstar Dividend Transaction History
Rockport Wealth LLC
- $375 Billion
- Q3 2024
A detailed history of Rockport Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Rockport Wealth LLC holds 1,631,650 shares of FDL stock, worth $65.5 Million. This represents 18.25% of its overall portfolio holdings.
Number of Shares
1,631,650Holding current value
$65.5 Million% of portfolio
18.25%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
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Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
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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
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio