Daymark Wealth Partners, LLC First Tr Morningstar Dividend Transaction History
Daymark Wealth Partners, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 28,819 shares of FDL stock, worth $1.19 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,819
Previous 28,819
-0.0%
Holding current value
$1.19 Million
Previous $1.16 Million
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
397Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$348 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$273 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.9 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.2 Million0.02% of portfolio