Wfa Asset Management Corp First Tr Morningstar Dividend Transaction History

Wfa Asset Management Corp

$177 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 13, 2023	SELL	$33.07 - $38.07 $9,921 - $11,421	-300 Closed	0 $0
Q3 2022 Oct 13, 2023	BUY	$32.13 - $37.78 $9,639 - $11,334	300 New	300 $9.64 Million

Others Institutions Holding FDL

# of Institutions

373

Shares Held

56.7M

Call Options Held

800

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.89M
Shares

$329 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.54M
Shares

$273 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$97.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$95 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.94M
Shares

$81.1 Million
0.11% of portfolio

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