Horst & Graben Wealth Management LLC First Tr Morningstar Dividend Transaction History
Horst & Graben Wealth Management LLC
- $573 Million
- Q3 2025
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 4,662 shares of FDL stock, worth $199,347. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,662
Previous 5,554
16.06%
Holding current value
$199,347
Previous $232,000
12.93%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding FDL
# of Institutions
486Shares Held
82.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.9MShares$507 Million0.18% of portfolio
-
Morgan Stanley New York, NY7.84MShares$335 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.23MShares$181 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.91MShares$167 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.07MShares$131 Million0.03% of portfolio