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 $138,284. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,386
Previous 2,534
33.62%
Holding current value
$138,284
Previous $105,000
28.57%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
395Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$345 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$271 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.4 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$73.7 Million0.02% of portfolio