Cyndeo Wealth Partners, LLC First Tr Morningstar Dividend Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,034 shares of FDL stock, worth $246,247. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,034Holding current value
$246,247% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$345 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$271 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$223 Million0.36% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.3 Million0.11% of portfolio