Roi Financial Advisors, LLC First Tr Morningstar Dividend Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Roi Financial Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 73,646 shares of FDL stock, worth $3.15 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
73,646
Previous 71,516
2.98%
Holding current value
$3.15 Million
Previous $2.74 Billion
12.8%
% of portfolio
2.13%
Previous 1.99%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
392Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$362 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$284 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$234 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$106 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$83.3 Million0.11% of portfolio