Copia Wealth Management First Tr Morningstar Dividend Transaction History
Copia Wealth Management
- $105 Billion
- Q4 2024
A detailed history of Copia Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Copia Wealth Management holds 318 shares of FDL stock, worth $13,928. This represents 0.01% of its overall portfolio holdings.
Number of Shares
318Holding current value
$13,928% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
432Shares Held
68.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$399 Million0.15% of portfolio
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Morgan Stanley New York, NY6.99MShares$306 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.16MShares$139 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$132 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$120 Million0.03% of portfolio