Sterling Investment Management, LLC First Tr Morningstar Dividend Transaction History
Sterling Investment Management, LLC
- $122 Million
- Q4 2024
A detailed history of Sterling Investment Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sterling Investment Management, LLC holds 5,800 shares of FDL stock, worth $254,039. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,800
Previous 5,800
-0.0%
Holding current value
$254,039
Previous $243,000
4.12%
% of portfolio
0.19%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$399 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$306 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$139 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$132 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$120 Million0.03% of portfolio