Bennett Associates Wealth Management First Tr Morningstar Dividend Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 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 89,688 shares of FDL stock, worth $3.58 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
89,688
Previous 91,276
1.74%
Holding current value
$3.58 Million
Previous $3.51 Billion
3.14%
% of portfolio
3.06%
Previous 3.17%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$330 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$265 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$93.4 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$82.9 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.5 Million0.11% of portfolio