Twin City Private Wealth, LLC First Tr Morningstar Dividend Transaction History
Twin City Private Wealth, LLC
- $115 Billion
- Q3 2024
A detailed history of Twin City Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin City Private Wealth, LLC holds 6,201 shares of FDL stock, worth $255,791. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,201
Previous 6,490
4.45%
Holding current value
$255,791
Previous $246 Million
5.68%
% of portfolio
0.23%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
396Shares Held
59.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$349 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$274 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$80.2 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.5 Million0.02% of portfolio