Wealthsource Partners, LLC First Tr Morningstar Dividend Call Options Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding FDL
# of Institutions
487Shares Held
82.8MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC11.9MShares$507 Million0.18% of portfolio
- 
    
      Morgan Stanley New York, NY7.84MShares$335 Million0.02% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL4.23MShares$181 Million0.06% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN3.91MShares$167 Million0.04% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA3.07MShares$131 Million0.03% of portfolio