Wise Wealth Partners First Tr Morningstar Dividend Transaction History
Wise Wealth Partners
- $41.9 Billion
- Q1 2025
A detailed history of Wise Wealth Partners transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Wise Wealth Partners holds 5,267 shares of FDL stock, worth $220,107. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,267
Previous 5,267
-0.0%
Holding current value
$220,107
Previous $212 Million
7.9%
% of portfolio
0.55%
Previous 0.52%
Shares
1 transactions
Others Institutions Holding FDL
# of Institutions
471Shares Held
78.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$449 Million0.19% of portfolio
-
Morgan Stanley New York, NY7.48MShares$312 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$159 Million0.06% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.32MShares$139 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.8MShares$117 Million0.03% of portfolio