Sound View Wealth Advisors Group, LLC First Tr Morningstar Dividend Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 17,478 shares of FDL stock, worth $658,221. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,478
Previous 18,836
7.21%
Holding current value
$658,221
Previous $675,000
0.44%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio