Kmg Fiduciary Partners, LLC First Tr Morningstar Dividend Transaction History
Kmg Fiduciary Partners, LLC
- $965 Million
- Q1 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 20,174 shares of FDL stock, worth $763,384. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,174
Previous 20,625
2.19%
Holding current value
$763,384
Previous $740,000
4.86%
% of portfolio
0.08%
Previous 0.09%
Shares
22 transactions
Others Institutions Holding FDL
# of Institutions
376Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$313 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$251 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.5 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.6 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.5 Million0.02% of portfolio