Monument Group Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Monument Group Wealth Advisors, LLC
- $144 Billion
- Q1 2025
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 $442,255. This represents 0.31% of its overall portfolio holdings.
Number of Shares
10,350
Previous 10,350
-0.0%
Holding current value
$442,255
Previous $417 Million
7.9%
% of portfolio
0.31%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
471Shares Held
78.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$459 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$319 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$163 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$142 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$120 Million0.03% of portfolio