Tidemark, LLC First Tr Morningstar Dividend Transaction History

Tidemark, LLC

$236 Million
Q3 2024

A detailed history of Tidemark, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tidemark, LLC holds 102 shares of FDL stock, worth $4,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares

102

Previous 102 -0.0%

Holding current value

$4,110

Previous $3.87 Million 99.9%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$31.58 - $36.4 $3,221 - $3,712	102 New	102 $3.66 Million

Others Institutions Holding FDL

# of Institutions

393

Shares Held

64.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$341 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$267 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$220 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$99.4 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$78.3 Million
0.11% of portfolio

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

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