World Equity Group, Inc. First Tr Morningstar Dividend Transaction History
World Equity Group, Inc.
- $335 Billion
- Q2 2024
A detailed history of World Equity Group, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, World Equity Group, Inc. holds 123,534 shares of FDL stock, worth $5.14 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
123,534
Previous 73,333
68.46%
Holding current value
$5.14 Million
Previous $2.82 Billion
66.05%
% of portfolio
1.4%
Previous 0.58%
Shares
9 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
-
Morgan Stanley New York, NY6.54MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.3 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$94.6 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.7 Million0.11% of portfolio