Sweet Financial Partners, LLC First Tr Morningstar Dividend Transaction History
Sweet Financial Partners, LLC
- $424 Million
- Q2 2024
A detailed history of Sweet Financial Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 5,319 shares of FDL stock, worth $221,961. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,319
-0.0%
Holding current value
$221,961
Previous $204,000
1.47%
% of portfolio
0.05%
Previous 0.05%
Shares
3 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