Wealth Trust Asset Management, LLC First Tr Morningstar Dividend Transaction History
Wealth Trust Asset Management, LLC
- $132 Million
- Q3 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 8,907 shares of FDL stock, worth $366,255. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,907
Previous 7,902
12.72%
Holding current value
$366,255
Previous $299,000
24.75%
% of portfolio
0.28%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding FDL
# of Institutions
397Shares Held
59.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.45MShares$348 Million0.16% of portfolio
-
Morgan Stanley New York, NY6.64MShares$273 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$101 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$79.9 Million0.11% of portfolio
-
Ubs Group Ag1.81MShares$74.2 Million0.02% of portfolio