Bison Wealth, LLC First Tr Morningstar Dividend Transaction History
Bison Wealth, LLC
- $579 Million
- Q1 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 52,009 shares of FDL stock, worth $2.08 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
52,009
Previous 55,951
7.05%
Holding current value
$2.08 Million
Previous $2.01 Million
0.3%
% of portfolio
0.35%
Previous 0.38%
Shares
4 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