Sweet Financial Partners, LLC First Tr Morningstar Dividend Transaction History
Sweet Financial Partners, LLC
- $447 Million
- Q3 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 $226,110. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,319
-0.0%
Holding current value
$226,110
Previous $201,000
10.95%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
380Shares Held
62.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$335 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$278 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$232 Million0.36% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$99.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$96.6 Million0.02% of portfolio