Vision Point Advisory Group, LLC First Tr Morningstar Dividend Transaction History
Vision Point Advisory Group, LLC
- $432 Million
- Q2 2025
A detailed history of Vision Point Advisory Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 41,999 shares of FDL stock, worth $1.79 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
41,999Holding current value
$1.79 Million% of portfolio
0.41%Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
473Shares Held
78.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio