Wise Wealth Partners First Tr Morningstar Dividend Transaction History
Wise Wealth Partners
- $59.9 Billion
- Q2 2025
A detailed history of Wise Wealth Partners transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wise Wealth Partners holds 5,267 shares of FDL stock, worth $230,536. This represents 0.37% of its overall portfolio holdings.
Number of Shares
5,267
Previous 5,267
-0.0%
Holding current value
$230,536
Previous $229 Million
3.61%
% of portfolio
0.37%
Previous 0.55%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
484Shares Held
82.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$519 Million0.18% of portfolio
-
Morgan Stanley New York, NY7.84MShares$343 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.23MShares$185 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.91MShares$171 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.07MShares$134 Million0.03% of portfolio