Tyler Stone Wealth Management First Tr Morningstar Dividend Call Options Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

426

Shares Held

68.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$393 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$301 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$136 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$130 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$118 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.