Rfg Bristol Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History
Rfg Bristol Wealth Advisors, LLC
- $298 Billion
- Q1 2025
A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 33,219 shares of FDL stock, worth $1.4 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
33,219
Previous 32,993
0.68%
Holding current value
$1.4 Million
Previous $1.33 Billion
8.64%
% of portfolio
0.48%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
471Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$453 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$315 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$161 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$140 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$118 Million0.03% of portfolio