Bennett Associates Wealth Management First Tr Morningstar Dividend Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
A detailed history of Bennett Associates Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bennett Associates Wealth Management holds 89,688 shares of FDL stock, worth $3.69 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
89,688
Previous 91,276
1.74%
Holding current value
$3.69 Million
Previous $3.51 Billion
3.14%
% of portfolio
3.06%
Previous 3.17%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$325 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$96.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$93.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.9 Million0.11% of portfolio