Summit Financial Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 222,503 shares of FDL stock, worth $9.03 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
222,503
Previous 208,142
6.9%
Holding current value
$9.03 Million
Previous $8.73 Million
2.59%
% of portfolio
1.83%
Previous 1.73%
Shares
11 transactions
Others Institutions Holding FDL
# of Institutions
448Shares Held
70.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$370 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$283 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$128 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$122 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$111 Million0.03% of portfolio