Horst & Graben Wealth Management LLC First Tr Morningstar Dividend Transaction History
Horst & Graben Wealth Management LLC
- $508 Million
- Q2 2024
A detailed history of Horst & Graben Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 5,399 shares of FDL stock, worth $214,286. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,399
Previous 5,369
0.56%
Holding current value
$214,286
Previous $206,000
0.97%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FDL
# of Institutions
372Shares Held
58.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$328 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$263 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$92.9 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$82.5 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77 Million0.11% of portfolio