Southern Wealth Management, LLP First Tr Morningstar Dividend Call Options Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

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

$371 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$291 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$239 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$108 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$85.2 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 Southern Wealth Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Southern Wealth Management, LLP with notifications on news.