Strategic Financial Concepts, LLC First Tr Morningstar Dividend Transaction History
Strategic Financial Concepts, LLC
- $172 Billion
- Q2 2024
A detailed history of Strategic Financial Concepts, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 164,030 shares of FDL stock, worth $6.85 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
164,030
Previous 8,927
1737.46%
Holding current value
$6.85 Million
Previous $344 Million
40.12%
% of portfolio
0.12%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio