Monument Group Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 10,350 shares of FDL stock, worth $448,983. This represents 0.29% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,350
-0.0%
Holding current value
$448,983
Previous $434 Million
4.03%
% of portfolio
0.29%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
426Shares Held
68.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$395 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$303 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$137 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$119 Million0.03% of portfolio