Wetzel Investment Advisors, Inc. First Tr Morningstar Dividend Transaction History
Wetzel Investment Advisors, Inc.
- $176 Million
- Q1 2024
A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 116,412 shares of FDL stock, worth $4.71 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
116,412
Previous 113,293
2.75%
Holding current value
$4.71 Million
Previous $4.07 Million
10.18%
% of portfolio
2.54%
Previous 2.5%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
371Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$334 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$269 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$94.7 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$84.1 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio