True Private Wealth Advisors First Tr Morningstar Dividend Transaction History
True Private Wealth Advisors
- $799 Million
- Q3 2024
A detailed history of True Private Wealth Advisors transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, True Private Wealth Advisors holds 974,990 shares of FDL stock, worth $40.5 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
974,990
Previous 1,041,235
6.36%
Holding current value
$40.5 Million
Previous $39.5 Million
3.56%
% of portfolio
5.12%
Previous 4.64%
Shares
10 transactions
Others Institutions Holding FDL
# of Institutions
401Shares Held
60.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$351 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$75 Million0.02% of portfolio