Selective Wealth Management, Inc. First Tr Morningstar Dividend Transaction History

Selective Wealth Management, Inc.

$223 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 29, 2019	BUY	$29.15 - $31.57 $87 - $94	3 New	3 $0
Q1 2019 Apr 04, 2019	SELL	$27.03 - $30.26 $81 - $90	-3 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$28.49 - $30.14 $85 - $90	3 New	3 $0

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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