Priebe Wealth Holdings LLC First Tr Morningstar Dividend Transaction History
Priebe Wealth Holdings LLC
- $148 Billion
- Q4 2024
A detailed history of Priebe Wealth Holdings LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Priebe Wealth Holdings LLC holds 26,707 shares of FDL stock, worth $1.11 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
26,707
Previous 24,062
10.99%
Holding current value
$1.11 Million
Previous $1.01 Billion
6.52%
% of portfolio
0.73%
Previous 0.74%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
397Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$350 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$275 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$102 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.5 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.8 Million0.02% of portfolio