Semus Wealth Partners LLC First Tr Morningstar Dividend Transaction History
Semus Wealth Partners LLC
- $151 Billion
- Q4 2024
A detailed history of Semus Wealth Partners LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Semus Wealth Partners LLC holds 5,768 shares of FDL stock, worth $237,295. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,768
Previous 5,699
1.21%
Holding current value
$237,295
Previous $239 Million
2.86%
% of portfolio
0.15%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding FDL
# of Institutions
454Shares Held
70.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$375 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.99MShares$287 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.16MShares$130 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.01MShares$124 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA2.74MShares$113 Million0.03% of portfolio