Rvw Wealth, LLC First Tr Morningstar Dividend Transaction History

Rvw Wealth, LLC

$953 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 15, 2020	SELL	$19.15 - $32.68 $385,374 - $657,652	-20,124 Closed	0 $0
Q4 2019 Jan 21, 2020	SELL	$29.94 - $32.68 $5,748 - $6,274	-192 Reduced 0.95%	20,124 $656,000
Q3 2019 Oct 25, 2019	BUY	$29.15 - $31.57 $592,211 - $641,376	20,316 New	20,316 $631,000

Others Institutions Holding FDL

# of Institutions

376

Shares Held

58.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.26M
Shares

$330 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.63M
Shares

$265 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.34M
Shares

$93.4 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$82.9 Million
0.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$77.5 Million
0.11% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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