Genesis Private Wealth, LLC First Tr Morningstar Dividend Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 100,818 shares of FDL stock, worth $4.2 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
100,818Holding current value
$4.2 Million% of portfolio
2.24%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
399Shares Held
60MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$352 Million0.16% of portfolio
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Morgan Stanley New York, NY6.64MShares$276 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$103 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$80.9 Million0.11% of portfolio
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Ubs Group Ag1.81MShares$75.2 Million0.02% of portfolio