Ica Group Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Ica Group Wealth Management, LLC
- $493 Million
- Q1 2024
A detailed history of Ica Group Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 393,072 shares of FDL stock, worth $14.8 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
393,072
Previous 387,005
1.57%
Holding current value
$14.8 Million
Previous $13.9 Million
8.93%
% of portfolio
3.07%
Previous 3.12%
Shares
9 transactions
Others Institutions Holding FDL
# of Institutions
377Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.2 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.3 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio