Ci Private Wealth, LLC First Tr Morningstar Dividend Transaction History
Ci Private Wealth, LLC
- $56.4 Billion
- Q2 2024
A detailed history of Ci Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ci Private Wealth, LLC holds 8,928 shares of FDL stock, worth $372,922. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,928
Previous 9,798
8.88%
Holding current value
$372,922
Previous $377,000
10.34%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio