Bennett Associates Wealth Management First Tr Morningstar Dividend Transaction History
Bennett Associates Wealth Management
- $121 Billion
- Q4 2024
A detailed history of Bennett Associates Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bennett Associates Wealth Management holds 95,673 shares of FDL stock, worth $4.15 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
95,673
Previous 91,072
5.05%
Holding current value
$4.15 Million
Previous $3.82 Billion
0.82%
% of portfolio
3.2%
Previous 3.13%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
430Shares Held
68.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$395 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$303 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$137 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio