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

393

Shares Held

64.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$340 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$267 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$219 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.1 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.1 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.