Pensionmark Financial Group, LLC First Tr Morningstar Dividend Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 17,964 shares of FDL stock, worth $719,997. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,964
Previous 17,964
-0.0%
Holding current value
$719,997
Previous $753,000
-0.0%
% of portfolio
0.02%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$339 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$266 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$98.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$77.9 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$72.4 Million0.02% of portfolio