Swisher Financial Concepts, Inc. First Tr Morningstar Dividend Transaction History
Swisher Financial Concepts, Inc.
- $98.7 Million
- Q2 2024
A detailed history of Swisher Financial Concepts, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 8,400 shares of FDL stock, worth $351,036. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,400
Previous 8,403
0.04%
Holding current value
$351,036
Previous $315,000
0.95%
% of portfolio
0.32%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 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