Bison Wealth, LLC First Tr Morningstar Dividend Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
A detailed history of Bison Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Bison Wealth, LLC holds 18,037 shares of FDL stock, worth $724,546. This represents 0.13% of its overall portfolio holdings.
Number of Shares
18,037
Previous 52,009
65.32%
Holding current value
$724,546
Previous $1.97 Million
61.66%
% of portfolio
0.13%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$340 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$267 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$219 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$99.1 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.1 Million0.11% of portfolio