Basepoint Wealth LLC First Tr Morningstar Dividend Transaction History
Basepoint Wealth LLC
- $120 Billion
- Q1 2023
A detailed history of Basepoint Wealth LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Basepoint Wealth LLC holds 16,027 shares of FDL stock, worth $692,686. This represents 0.47% of its overall portfolio holdings.
Number of Shares
16,027
Previous 16,022
0.03%
Holding current value
$692,686
Previous $586 Million
2.87%
% of portfolio
0.47%
Previous 0.52%
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
486Shares Held
82.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$512 Million0.18% of portfolio
-
Morgan Stanley New York, NY7.84MShares$339 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.23MShares$183 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.91MShares$169 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.07MShares$133 Million0.03% of portfolio