Vest Gen Advisors, LLC First Tr Morningstar Dividend Transaction History
Vest Gen Advisors, LLC
- $2.2 Trillion
- Q1 2025
A detailed history of Vest Gen Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 141,802 shares of FDL stock, worth $5.83 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
141,802Holding current value
$5.83 Million% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
464Shares Held
76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$442 Million0.19% of portfolio
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Morgan Stanley New York, NY7.48MShares$308 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.81MShares$157 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.32MShares$137 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA2.8MShares$115 Million0.03% of portfolio