Western Wealth Management, LLC First Tr Morningstar Dividend Transaction History
Western Wealth Management, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Western Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Western Wealth Management, LLC holds 28,641 shares of FDL stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
28,641
Previous 28,756
0.4%
Holding current value
$1.08 Million
Previous $1.03 Million
6.89%
% of portfolio
0.09%
Previous 0.07%
Shares
20 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