Warren Averett Asset Management, LLC First Tr Morningstar Dividend Transaction History
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
A detailed history of Warren Averett Asset Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 12,807 shares of FDL stock, worth $547,243. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,807
Previous 14,108
9.22%
Holding current value
$547,243
Previous $567,000
1.94%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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