Cornerstone Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Cornerstone Wealth Management, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cornerstone Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 20,711 shares of FDL stock, worth $865,098. This represents 0.06% of its overall portfolio holdings.
Number of Shares
20,711
Previous 22,416
7.61%
Holding current value
$865,098
Previous $862,000
8.93%
% of portfolio
0.06%
Previous 0.07%
Shares
12 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