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 $232,865. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,319
-0.0%
Holding current value
$232,865
Previous $201,000
10.95%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding FDL
# of Institutions
393Shares Held
64.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$370 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$290 Million0.02% of portfolio
-
International Assets Investment Management, LLC Orlando, FL5.45MShares$239 Million0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$108 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$85.1 Million0.11% of portfolio