Brass Tax Wealth Management, Inc First Tr Morningstar Dividend Transaction History
Brass Tax Wealth Management, Inc
- $519 Billion
- Q2 2025
A detailed history of Brass Tax Wealth Management, Inc transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 5,667 shares of FDL stock, worth $248,781. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,667Holding current value
$248,781% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
485Shares Held
82.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$520 Million0.18% of portfolio
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Morgan Stanley New York, NY7.84MShares$344 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.23MShares$186 Million0.06% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.91MShares$172 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.07MShares$135 Million0.03% of portfolio