Sargent Investment Group, LLC First Tr Morningstar Dividend Transaction History
Sargent Investment Group, LLC
- $449 Million
- Q1 2024
A detailed history of Sargent Investment Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sargent Investment Group, LLC holds 65,432 shares of FDL stock, worth $2.48 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
65,432
Previous 69,082
5.28%
Holding current value
$2.48 Million
Previous $2.48 Million
1.57%
% of portfolio
0.56%
Previous 0.55%
Shares
23 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$313 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$251 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.5 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.6 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.5 Million0.02% of portfolio