Principle Wealth Partners LLC First Tr Morningstar Dividend Transaction History
Principle Wealth Partners LLC
- $1.25 Billion
- Q2 2024
A detailed history of Principle Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,282 shares of FDL stock, worth $303,877. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,282
Previous 7,260
0.3%
Holding current value
$303,877
Previous $279,000
1.08%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$94.9 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81 Million0.11% of portfolio