Steward Partners Investment Advisory, LLC First Tr Morningstar Dividend Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 229,366 shares of FDL stock, worth $9.21 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
229,366
Previous 232,428
1.32%
Holding current value
$9.21 Million
Previous $8.82 Million
9.14%
% of portfolio
0.09%
Previous 0.09%
Shares
25 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio