Triad Wealth Partners, LLC First Tr Morningstar Dividend Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 6,194 shares of FDL stock, worth $257,608. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,194Holding current value
$257,608% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$328 Million0.15% of portfolio
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Morgan Stanley New York, NY6.54MShares$272 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.3 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.27MShares$94.6 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio