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 $422,694. This represents 0.29% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,350
-0.0%
Holding current value
$422,694
Previous $434 Million
4.03%
% of portfolio
0.29%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
395Shares Held
59.4MCall 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
-
Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.4 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$73.7 Million0.02% of portfolio