Mascoma Wealth Management LLC First Tr Morningstar Dividend Transaction History
Mascoma Wealth Management LLC
- $437 Million
- Q3 2025
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 $29,547. This represents 0.01% of its overall portfolio holdings.
Number of Shares
691
Previous 691
-0.0%
Holding current value
$29,547
Previous $28,000
3.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
488Shares Held
82.5MCall 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