Waterfront Wealth Inc. First Tr Morningstar Dividend Transaction History
Waterfront Wealth Inc.
- $359 Million
- Q1 2024
A detailed history of Waterfront Wealth Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Waterfront Wealth Inc. holds 7,665 shares of FDL stock, worth $288,663. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,665
Previous 7,815
1.92%
Holding current value
$288,663
Previous $280,000
5.0%
% of portfolio
0.08%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding FDL
# of Institutions
378Shares Held
57.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.26MShares$311 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.63MShares$250 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.34MShares$88.1 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.08MShares$78.2 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.81MShares$68.2 Million0.02% of portfolio