Walled Lake Planning & Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 54,022 shares of FDL stock, worth $2.31 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
54,022Holding current value
$2.31 Million% of portfolio
0.89%Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
426Shares Held
68.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$390 Million0.15% of portfolio
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Morgan Stanley New York, NY6.99MShares$299 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.16MShares$135 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$129 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$117 Million0.03% of portfolio