Fsb Premier Wealth Management, Inc. First Tr Morningstar Dividend Transaction History
Fsb Premier Wealth Management, Inc.
- $215 Million
- Q2 2024
A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 31,370 shares of FDL stock, worth $1.31 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
31,370
Previous 33,899
7.46%
Holding current value
$1.31 Million
Previous $1.3 Million
8.82%
% of portfolio
0.55%
Previous 0.62%
Shares
10 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