Monument Group Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 10,350 shares of FDL stock, worth $448,569. This represents 0.26% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,350
-0.0%
Holding current value
$448,569
Previous $393 Million
10.6%
% of portfolio
0.26%
Previous 0.26%
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$366 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$288 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$236 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$107 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$84.2 Million0.11% of portfolio