Roi Financial Advisors, LLC First Tr Morningstar Dividend Call Options Transaction History

Roi Financial Advisors, LLC

$145 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

380

Shares Held

62.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$331 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$275 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$229 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$98.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$95.5 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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