Valley National Advisers Inc First Tr Morningstar Dividend Transaction History
Valley National Advisers Inc
- $554 Million
- Q1 2025
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 5,341 shares of FDL stock, worth $219,728. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,341
Previous 3,386
57.74%
Holding current value
$219,728
Previous $135,000
71.11%
% of portfolio
0.04%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
454Shares Held
70.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$375 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$287 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio