Fortress Wealth Group, LLC First Tr Morningstar Dividend Transaction History
Fortress Wealth Group, LLC
- $179 Million
- Q1 2024
A detailed history of Fortress Wealth Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 10,592 shares of FDL stock, worth $428,870. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,592
Previous 10,590
0.02%
Holding current value
$428,870
Previous $379,000
7.39%
% of portfolio
0.23%
Previous 0.24%
Shares
12 transactions
Others Institutions Holding FDL
# of Institutions
371Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$334 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$269 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$94.7 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$84.1 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$78.6 Million0.11% of portfolio