Topsail Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Topsail Wealth Management, LLC
- $492 Billion
- Q1 2025
A detailed history of Topsail Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 10,265 shares of FDL stock, worth $438,623. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,265
Previous 10,265
-0.0%
Holding current value
$438,623
Previous $413 Million
7.9%
% of portfolio
0.09%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
470Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio