Wealthspan Partners, LLC First Tr Morningstar Dividend Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealthspan Partners, LLC holds 11,597 shares of FDL stock, worth $484,406. This represents 0.25% of its overall portfolio holdings.
Number of Shares
11,597
Previous 7,451
55.64%
Holding current value
$484,406
Previous $286,000
53.5%
% of portfolio
0.25%
Previous 0.17%
Shares
4 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$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio