Colonial River Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 8,429 shares of FDL stock, worth $317,604. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,429
Previous 28,386
70.31%
Holding current value
$317,604
Previous $1.02 Million
68.17%
% of portfolio
0.18%
Previous 0.61%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
377Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.3 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio