Tcfg Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 26,762 shares of FDL stock, worth $1.15 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
26,762
Previous 26,662
0.38%
Holding current value
$1.15 Million
Previous $1.12 Billion
3.67%
% of portfolio
0.54%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$391 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$299 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$136 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$129 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$117 Million0.03% of portfolio