Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History
Semus Wealth Partners LLC
- $130 Billion
- Q2 2024
A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 5,997 shares of FDL stock, worth $250,614. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,997
Previous 6,135
2.25%
Holding current value
$250,614
Previous $236 Million
3.65%
% of portfolio
0.18%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio