Founders Grove Wealth Partners, LLC First Tr Morningstar Dividend Transaction History
Founders Grove Wealth Partners, LLC
- $359 Billion
- Q1 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 77,337 shares of FDL stock, worth $3.3 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
77,337
Previous 78,011
0.86%
Holding current value
$3.3 Million
Previous $3.14 Billion
6.97%
% of portfolio
0.94%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
473Shares Held
78.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio