Pmg Wealth Management, Inc. First Tr Morningstar Dividend Transaction History
Pmg Wealth Management, Inc.
- $121 Billion
- Q2 2025
A detailed history of Pmg Wealth Management, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 71,393 shares of FDL stock, worth $3.1 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
71,393Holding current value
$3.1 Million% of portfolio
2.47%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
479Shares Held
78.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.19% of portfolio
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Morgan Stanley New York, NY7.48MShares$325 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.81MShares$166 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.32MShares$144 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA2.8MShares$122 Million0.03% of portfolio