Second Half Financial Partners, LLC First Tr Morningstar Dividend Transaction History

Second Half Financial Partners, LLC

$163 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	BUY	$33.19 - $36.38 $3.54 Million - $3.88 Million	106,661 New	106,661 $3.63 Million

Others Institutions Holding FDL

# of Institutions

380

Shares Held

62.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$359 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$278 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$232 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$99.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$96.6 Million
0.02% 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 Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.