Mascoma Wealth Management LLC First Tr Morningstar Dividend Transaction History
Mascoma Wealth Management LLC
- $389 Million
- Q1 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 $29,022. This represents 0.01% of its overall portfolio holdings.
Number of Shares
691
Previous 691
-0.0%
Holding current value
$29,022
Previous $27,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
471Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$451 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$314 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$160 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$139 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$118 Million0.03% of portfolio