Valley National Advisers Inc First Tr Morningstar Dividend Transaction History
Valley National Advisers Inc
- $557 Million
- Q4 2024
A detailed history of Valley National Advisers Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Valley National Advisers Inc holds 3,386 shares of FDL stock, worth $144,886. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,386
Previous 2,534
33.62%
Holding current value
$144,886
Previous $105,000
28.57%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
435Shares Held
68.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$390 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$299 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$135 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$129 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$117 Million0.03% of portfolio