Spire Wealth Management First Tr Morningstar Dividend Transaction History
Spire Wealth Management
- $2.83 Billion
- Q2 2024
A detailed history of Spire Wealth Management transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Spire Wealth Management holds 3,963 shares of FDL stock, worth $165,613. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,963
Previous 4,733
16.27%
Holding current value
$165,613
Previous $182,000
17.58%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$330 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio