Legacy Wealth Managment, Llc/Id First Tr Morningstar Dividend Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 5 shares of FDL stock, worth $204. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5Holding current value
$204% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$345 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$271 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$223 Million0.36% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.3 Million0.11% of portfolio