Mascoma Wealth Management LLC First Tr Morningstar Dividend Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 691 shares of FDL stock, worth $29,139. This represents 0.01% of its overall portfolio holdings.
Number of Shares
691Holding current value
$29,139% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
413Shares Held
64.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$384 Million0.15% of portfolio
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Morgan Stanley New York, NY6.64MShares$280 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.16MShares$133 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA2.47MShares$104 Million0.02% of portfolio
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Rockport Wealth LLC Fairview Park, OH1.95MShares$82.3 Million34.93% of portfolio