Vital Stone Financial, LLC First Tr Morningstar Dividend Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	BUY	$33.36 - $35.96 $15,545 - $16,757	466 New	466 $15,000

Others Institutions Holding FDL

# of Institutions

382

Shares Held

62.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.45M
Shares

$359 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$278 Million
0.02% of portfolio
International Assets Investment Management, LLC Orlando, FL

5.45M
Shares

$232 Million
0.36% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$99.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$96.6 Million
0.02% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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