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 $3.09 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
73,646
Previous 71,516
2.98%
Holding current value
$3.09 Million
Previous $2.74 Billion
12.8%
% of portfolio
2.13%
Previous 1.99%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
380Shares Held
62.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$331 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$275 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$229 Million0.36% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$98.3 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95.5 Million0.02% of portfolio