Connecticut Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 17,000 shares of FDL stock, worth $682,890. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,000
Previous 17,000
-0.0%
Holding current value
$682,890
Previous $644,000
10.71%
% of portfolio
0.03%
Previous 0.03%
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