Wealthspan Partners, LLC First Tr Morningstar Dividend Put Options Transaction History

Wealthspan Partners, LLC

$204 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FDL

# of Institutions

426

Shares Held

68.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$393 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$301 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$136 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.01M
Shares

$130 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.74M
Shares

$118 Million
0.03% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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